Burgess Investment Group, LLC
Burgess Investment Group, LLC is an SEC-registered mass-market adviser in Greenville, SC with $147.1M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Burgess Investment Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 318698, SEC 801-135075, data through 2026-06-09.
- AUM (assets under management / regulatory AUM)
- $147.1M (2026-06-09)
- Firm type
- Mass-Market Adviser
- Location
- Greenville, SC
- Employees
- 25
- Clients
- 864
- CRD
- 318698
- Ownership
- Burgess, Jonathan, Brett; Burgess, Johnathan, Brett; Newton, Amie, Jill; OBECK, JOHN, M
How much AUM does Burgess Investment Group, LLC have?
Burgess Investment Group, LLC reported $147.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-09).
Who owns Burgess Investment Group, LLC?
Disclosed owners and executives of Burgess Investment Group, LLC include Burgess, Jonathan, Brett, Burgess, Johnathan, Brett, Newton, Amie, Jill, OBECK, JOHN, M. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.