Burkett Financial Services, LLC
Burkett Financial Services, LLC is an SEC-registered wealth manager in Rock Hill, SC with $572.6M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Burkett Financial Services, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 140168, SEC 801-67535, data through 2026-02-03.
- AUM (assets under management / regulatory AUM)
- $572.6M (2026-02-03)
- Firm type
- Wealth Manager
- Location
- Rock Hill, SC
- Employees
- 7
- Clients
- 476
- CRD
- 140168
- Ownership
- BURKETT, DONALD, HERBERT; MONTAGUE, JR, LARRY, DUPRE; HEISE, HARVEY, CHARLIE; BURKETT, RONALD, HUBERT; SMILEY, PHILLIP, KEVIN
How much AUM does Burkett Financial Services, LLC have?
Burkett Financial Services, LLC reported $572.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-03).
Who owns Burkett Financial Services, LLC?
Disclosed owners and executives of Burkett Financial Services, LLC include BURKETT, DONALD, HERBERT, MONTAGUE, JR, LARRY, DUPRE, HEISE, HARVEY, CHARLIE, BURKETT, RONALD, HUBERT, SMILEY, PHILLIP, KEVIN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.