Burgess Investment Group, LLC
● SEC registered since 2026CRD 318698SEC# 801-135075Greenville, SC
Reg. AUM
$147.1M
Employees
25
Accounts
864
Location
Greenville, SC
Burgess Investment Group, LLC assets under management
Burgess Investment Group, LLC operates as an SEC-registered investment adviser based in Greenville, SC. The firm has been registered since 2026. It reports $147.1 million in regulatory assets under management and employs 25 people.
Burgess Investment Group, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John M Obeck | Chief Compliance Officer | Under 5% | 2026 |
| Johnathan Brett Burgess Control | Managing Member | Over 75% | 2021 |
Frequently asked questions
How much does Burgess Investment Group, LLC manage?
Burgess Investment Group, LLC reports $147.1 million in regulatory assets under management on its Form ADV.
How many employees does Burgess Investment Group, LLC have?
Burgess Investment Group, LLC reports 25 employees.
Where is Burgess Investment Group, LLC located?
Burgess Investment Group, LLC is based in Greenville, SC and has been SEC-registered since 2026.
Does Burgess Investment Group, LLC disclose fund performance?
Burgess Investment Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 632 S Main St, Greenville, SC 29601 |
| Phone | 864-920-3155 |
| Office hours | By Appointment |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$147.1M▲ 35%
Dec '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 20%
More than 80% of 16,825 advisers
Assets under management
$147.1Mregulatory AUM
Discretionary $146.3MNon-discretionary $861K