BURKART FINANCIAL GROUP, INC.

BURKART FINANCIAL GROUP, INC. of ST. PETERSBURG, FL is an SEC-registered investment adviser (CRD 290579). Regulatory assets under management: $72.2M.

Registration

• CRD: 290579
• Type: Registered investment adviser
• Location: 5301 CENTRAL AVENUE, ST. PETERSBURG, FL, 33710
• Phone: (727) 459-7744
• Latest filing: 2026-07-20
• Regulatory AUM: $72.2M
• Discretionary AUM: $72.2M
• Clients: 1
• Accounts: 48

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 290579 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search