ROCK HILL, SCCRD 140168Latest ADV February 3, 2026
Burkett Financial Services, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Rock Hill, SC. Its latest Form ADV filing, dated February 3, 2026, reports $573M in regulatory assets under management, 7 employees, 1 office, and 1,525 accounts.
Assets Under Management
$573M
Employees
7
Offices
1 office
Total Clients
476
Primary office
ROCK HILL, SC
128 EAST MAIN STREET, SUITE 101, ROCK HILL, SC, United States
Top client segmentIndividuals represent 58.6% of total clients.
Top client categories% of clientsClients
1
Individuals
58.6%
279
2
HNWI
41.4%
197
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$573Mas of February 3, 2026
Discretionary96.8%
$554M
97% of total RAUM96.8%
Non-discretionary3.2%
$18M
3% of total RAUM3.2%
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$573M
Total Accounts1,525
10Y AUM Change+$377M (+192.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee68:1
10Y Employee Change+1 (+16.7%)
* 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.