BURKETT FINANCIAL SERVICES, LLC

CRD 140168File 801-67535

APPROVED

Retail clients

Filing as of Feb 3, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$572.6M

Above cohort median (national)

Discretionary AUM

$554.2M

Non-discretionary $18.4M

Clients

476

1,525 accounts

Employees

Top 25% of cohort in SC

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Jan 29, 2007
Principal office: 128 EAST MAIN STREET, SUITE 101, ROCK HILL, SC, 29730
Phone: 803-980-3232
Website: https://www.linkedin.com/company/burkett-financial-services/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $572.6M
Discretionary AUM: $554.2M
Non-discretionary AUM: $18.4M
Discretionary accounts: 1,522
Non-discretionary accounts: 3
Total accounts: 1,525
AUM per client: $1.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$708K
High net worth individuals	197	$462.3M
Pension and profit sharing plans	Fewer than 5	$18.4M
Individuals (other than high net worth individuals)	279	$91.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.