Goepper Burkhardt LLC
● SEC registered since 2003CRD 127896SEC# 801-62283Greenville, SC
Reg. AUM
$380.3M
Employees
5
Accounts
824
Location
Greenville, SC
Goepper Burkhardt LLC assets under management
Goepper Burkhardt LLC is an SEC-registered investment adviser based in Greenville, SC. The firm has been registered since 2003. It reports $380.3 million in regulatory assets under management and employs 5 people.
Goepper Burkhardt LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Bland Burkhardt Control | Managing Partner, Chief Compliance Officer | 50-75% | 2003 |
| Robert Hunter Flink Control | Partner | 50-75% | 2024 |
Frequently asked questions
How much does Goepper Burkhardt LLC manage?
Goepper Burkhardt LLC reports $380.3 million in regulatory assets under management on its Form ADV.
How many employees does Goepper Burkhardt LLC have?
Goepper Burkhardt LLC reports 5 employees.
Where is Goepper Burkhardt LLC located?
Goepper Burkhardt LLC is based in Greenville, SC and has been SEC-registered since 2003.
Does Goepper Burkhardt LLC disclose fund performance?
Goepper Burkhardt LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 531 South Main Street, Suite 303, Greenville, SC 29601 |
| Phone | 864-370-3244 |
| Fax | 864-239-0760 |
| Office hours | 9:00a.m. - 4:30p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1844142 |
| Discloses disciplinary history | No |
Regulatory AUM
$380.3M▲ 17%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$380.3Mregulatory AUM
Discretionary $380.1MNon-discretionary $206K