Goepper Burkhardt LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Greenville, SC. Its latest Form ADV filing, dated March 23, 2026, reports $380M in regulatory assets under management, 5 employees, and 824 accounts.
Assets Under Management
$380M
Employees
5
Offices
--
Total Clients
245
Primary office
GREENVILLE, SC
531 SOUTH MAIN STREET, SUITE 303, GREENVILLE, SC, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 57.6% of total clients.
Top client categories% of clientsClients
1
HNWI
57.6%
141
2
Individuals
41.6%
102
3
Charitable
0.8%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$380Mas of March 23, 2026
Discretionary99.9%
$380M
100% of total RAUM99.9%
Non-discretionary0.1%
$206K
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$380M
Total Accounts824
10Y AUM Change+$235M (+162.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee49:1
10Y Employee Change+2 (+66.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.