Burkett Financial Services, LLC
● SEC registered since 2007CRD 140168SEC# 801-67535Rock Hill, SC
Reg. AUM
$572.6M
Employees
7
Accounts
1,525
Location
Rock Hill, SC
Burkett Financial Services, LLC assets under management
Burkett Financial Services, LLC is an SEC-registered investment adviser based in Rock Hill, SC. The firm has been registered since 2007. It reports $572.6 million in regulatory assets under management and employs 7 people.
Burkett Financial Services, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Donald Herbert Burkett Control | Member | 25-50% | 2001 |
| Phillip Kevin Smiley Control | Chief Compliance Officer | 25-50% | 2001 |
| Ronald Hubert Burkett Control | Member | 25-50% | 2001 |
Frequently asked questions
How much does Burkett Financial Services, LLC manage?
Burkett Financial Services, LLC reports $572.6 million in regulatory assets under management on its Form ADV.
How many employees does Burkett Financial Services, LLC have?
Burkett Financial Services, LLC reports 7 employees.
Where is Burkett Financial Services, LLC located?
Burkett Financial Services, LLC is based in Rock Hill, SC and has been SEC-registered since 2007.
Does Burkett Financial Services, LLC disclose fund performance?
Burkett Financial Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 128 East Main Street, Suite 101, Rock Hill, SC 29730 |
| Phone | 803-980-3232 |
| Fax | 803-325-1665 |
| Office hours | 8:30 a.m. To 5:30 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$572.6M▲ 17%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 45%
Larger than 55% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$572.6Mregulatory AUM
Discretionary $554.2MNon-discretionary $18.4M