Burgess Investment Group, 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 April 15, 2026, reports $147M in regulatory assets under management, 19 employees, 3 offices, and 864 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 90.7% of total clients.
Top client categories% of clientsClients
1
Individuals
90.7%
784
2
HNWI
9.0%
78
3
Charitable
0.2%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$147Mas of April 15, 2026
Discretionary99.4%
$146M
99% of total RAUM99.4%
Non-discretionary0.6%
$861K
1% of total RAUM0.6%
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.
Total AUM$147M
Total Accounts864
10Y AUM Change+$38M (+35.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees19
Clients per Employee45:1
10Y Employee Change+8 (+72.7%)
* 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.