BURKETT FINANCIAL SERVICES, LLC

BURKETT FINANCIAL SERVICES, LLC of ROCK HILL, SC is an SEC-registered investment adviser (CRD 140168). Regulatory assets under management: $572.6M.

Registration

• CRD: 140168
• SEC file number: 801-67535
• Type: Registered investment adviser
• 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)

Branch offices (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 140168 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search