|
⚲
|
| Keyboard |
| Burkett Financial Services LLC
✚
|
|
|---|---|
| CRD # | 140168 |
| SEC # | 801-67535 |
| CIK # | 0001762716 |
| AUM | 572.6 M (2026-02-03) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 803-980-3232 |
| Address | 128 East Main Street Rock Hill, SC 29730 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| LOAR Holdings Inc | 9.5 | ||
| Apple Inc | 4.1 | ||
| Microsoft Corp | 2.5 | ||
| Duke Energy Corp | 1.5 | ||
| Amazon Com Inc | 1.2 | ||
| AT&T Inc | 1.2 | ||
| Wal Mart Stores Inc | 1.1 | ||
| Nvidia Corp | 1.0 | ||
| SCBT Financial Corp | 1.0 | ||
| Bank of America Corp /DE/ | 0.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 279 | 91.2 |
| (b) Individuals (high net worth individuals) | 197 | 462.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 18.4 |
| (h) Charitable organizations | 0 | 0.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,525 | 572.6 |
| By Discretionary | ||
| Discretionary | 1,522 | 554.2 |
| Non-Discretionary | 3 | 18.4 |
| Total | 1,525 | 572.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 572.6 | |
| Total | 1,525 | 572.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001762716] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Berkeley Inc
✚
|
ID | 573.9 M |
|
Curtis Advisory Group LLC
✚
|
CA | 573.7 M |
|
FSA Advisors Inc
✚
|
MI | 573.4 M |
|
North Shore Private Asset Management LLC
✚
|
IL | 572.6 M |
|
GW Sherwold Associates Inc
✚
|
CA | 572.4 M |
|
The Ithaka Group LLC
✚
|
VA | 572.1 M |
|
Prasad Wealth Partners LLC
✚
|
OH | 572.1 M |
|
Family WMS LLC
✚
|
GA | 571.6 M |
|
Westward Investment Advisory LLC
✚
|
KS | 571.5 M |
|
Sanchez Wealth Management Group LLC
✚
|
FL | 571.2 M |