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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Goepper Burkhardt LLC
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|---|---|
| CRD # | 127896 |
| SEC # | 801-62283 |
| CIK # | 0001844142 |
| AUM | $325.7 M (2025-06-30) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 864-370-3244 |
| Address | 531 South Main Street Greenville, SC 29601 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 8.2 | ||
| Microsoft Corp | 5.5 | ||
| Realty Income Corp | 2.3 | ||
| Nvidia Corp | 2.2 | ||
| Coca Cola Co | 1.8 | ||
| Amazon Com Inc | 1.3 | ||
| UnitedHealth Group Inc | 1.1 | ||
| Home Depot Inc | 1.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 69 | 33.2 |
| (b) Individuals (high net worth individuals) | 108 | 288.4 |
| (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 | 0.0 |
| (h) Charitable organizations | 2 | 4.1 |
| (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 | 660 | 325.7 |
| By Discretionary | ||
| Discretionary | 659 | 323.3 |
| Non-Discretionary | 1 | 2.4 |
| Total | 660 | 325.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 325.7 | |
| Total | 660 | 325.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001844142] |
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|---|---|---|
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CA | 0.3 |
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Southwest Investment Advisors Inc
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IL | 0.3 |
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Dustin Blodgett Insight Capital LLC
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OH | 0.3 |
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Financial Service Group Inc
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WI | 0.3 |
|
Houlihan Financial Resource Group Ltd
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VA | 0.3 |
|
Perennial Advisors Group LLC
✚
|
MA | 0.3 |