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BURKETT FINANCIAL SERVICES, LLC
CRD 140168File 801-67535
APPROVED
Retail clients
Filing as of Feb 3, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$572.6M
Above cohort median (national)
Discretionary AUM
$554.2M
Non-discretionary $18.4M
Clients
476
1,525 accounts
Employees
7
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
- HTTP://WWW.BURKETTFS.COM
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 447 | 476 | increased by29 |
| Mar 1, 2026 | AUM | $490,786,468 | $572,592,627 | increased by$81,806,159 |
| Mar 1, 2026 | Accounts | 1,579 | 1,525 | decreased by54 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 7 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 393 | 447 | increased by54 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $416,687,981 | $490,786,468 | increased by$74,098,487 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,355 | 1,579 | increased by224 |
| Oct 1, 2022 | Employees | 4 | 5 | increased by1 |
| Aug 1, 2022 | Employees | 5 | 4 | decreased by1 |
| Apr 1, 2022 | Clients | 363 | 393 | increased by30 |
| Apr 1, 2022 | AUM | $350,123,809 | $416,687,981 | increased by$66,564,172 |
| Apr 1, 2022 | Accounts | 1,208 | 1,355 | increased by147 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BURKETT FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BURKETT FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
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.