← Directory
DBA BIG MONEY RETIREMENT AND BIG RETIREMENT
Legal name: BURGESS INVESTMENT GROUP, LLC
CRD 318698File 801-135075
APPROVED
Retail clients
Filing as of Jul 28, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$147.1M
Bottom 25% of cohort (national)
Discretionary AUM
$146.3M
Non-discretionary $861K
Clients
864
864 accounts
Employees
25
Bottom 25% of cohort in SC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jan 2, 2026
- Principal office
- 632 S MAIN ST, GREENVILLE, SC, 29601
- Phone
- 864-920-3155
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $147.1M
- Discretionary AUM
- $146.3M
- Non-discretionary AUM
- $861K
- Discretionary accounts
- 862
- Non-discretionary accounts
- 2
- Total accounts
- 864
- AUM per client
- $170K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $1.0M |
| High net worth individuals | 78 | $61.4M |
| Individuals (other than high net worth individuals) | 784 | $84.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- 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 |
|---|---|---|---|
| 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.