# BURGESS INVESTMENT GROUP, LLC

BURGESS INVESTMENT GROUP, LLC of GREENVILLE, SC is an SEC-registered investment adviser.

## Registration

- CRD: 318698
- Type: SEC-registered investment adviser
- SEC file number: 801-135075
- Location: 632 S MAIN ST, GREENVILLE, SC, 29601
- Phone: 864-920-3155
- Latest filing: 2026-07-28
- Regulatory AUM: $147.1M
- Discretionary AUM: $146.3M
- Non-discretionary AUM: $861K
- Clients: 25
- Accounts: 864

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Jonathan Brett Burgess | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| Johnathan Brett Burgess | MANAGING MEMBER | — |
| Amie Jill Newton | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT OF OPERATIONS | — |
| John M Obeck | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/318698/brochure
- Similar advisers: https://search.stillhousedata.com/firm/318698/similar
- Related entities: https://search.stillhousedata.com/firm/318698/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/318698

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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.