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| Happy Holidays!! thanks for using AUM13F!! |
| Burkett Financial Services LLC
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| CRD # | 140168 |
| SEC # | 801-67535 |
| CIK # | 0001762716 |
| AUM | $490.8 M (2025-02-13) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 803-980-3232 |
| Address | 128 East Main Street Rock Hill, SC 29730 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| LOAR Holdings Inc | 10.8 | ||
| Microsoft Corp | 3.3 | ||
| Apple Inc | 3.0 | ||
| AT&T Inc | 2.4 | ||
| Duke Energy Corp | 1.4 | ||
| Amazon Com Inc | 1.1 | ||
| SCBT Financial Corp | 0.9 | ||
| Wal Mart Stores Inc | 0.9 | ||
| J P Morgan Chase & Co | 0.9 | ||
| Bank of America Corp /DE/ | 0.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 273 | 89.5 |
| (b) Individuals (high net worth individuals) | 174 | 396.3 |
| (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 | 4.4 |
| (h) Charitable organizations | 0 | 0.5 |
| (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 | 1,579 | 490.8 |
| By Discretionary | ||
| Discretionary | 1,579 | 490.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,579 | 490.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 490.8 | |
| Total | 1,579 | 490.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001762716] |
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