# BURKETT FINANCIAL SERVICES, LLC

BURKETT FINANCIAL SERVICES, LLC of ROCK HILL, SC is an SEC-registered investment adviser.

## Registration

- CRD: 140168
- Type: SEC-registered investment adviser
- SEC file number: 801-67535
- Location: 128 EAST MAIN STREET, SUITE 101, ROCK HILL, SC, 29730
- Phone: 803-980-3232
- Latest filing: 2026-02-03
- Regulatory AUM: $572.6M
- Discretionary AUM: $554.2M
- Non-discretionary AUM: $18.4M
- Clients: 7
- Accounts: 1,525

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Donald Herbert Burkett | MEMBER | — |
| Ronald Hubert Burkett | MEMBER | — |
| Phillip Kevin Smiley | CHIEF COMPLIANCE OFFICER | Rock Hill, SC |
| BURKETT DONALD HERBERT | MEMBER | — |
| BURKETT RONALD HUBERT | MEMBER | — |
| SMILEY PHILLIP KEVIN | CHIEF COMPLIANCE OFFICER | — |
| CUMMINGS MAX LEE | MEMBER | — |
| MONTAGUE JR LARRY DUPRE | MEMBER | — |
| HEISE HARVEY CHARLIE | MEMBER | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| WEST COLUMBIA | SC | 3 | 803-794-3712 |
| WEST COLUMBIA | SC | 3 | 803-794-3712 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/140168/brochure
- Similar advisers: https://search.stillhousedata.com/firm/140168/similar
- Related entities: https://search.stillhousedata.com/firm/140168/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/140168

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.