{ "crd_number": 318698, "slug": "dba-big-money-retirement-and-big-retirement-greenville-sc-318698", "primary_business_name": "DBA BIG MONEY RETIREMENT AND BIG RETIREMENT", "legal_name": "BURGESS INVESTMENT GROUP, LLC", "dbas": [ "BIG MONEY MANAGEMENT, LLC", "BIG MONEY RETIREMENT", "BIG MONEY RETIREMENT SOLUTIONS", "BIG RETIREMENT", "BURGESS PRIVATE WEALTH" ], "city": "Greenville", "state": "SC", "country": "United States", "cbsa_code": "24860", "metro": { "cbsa_code": "24860", "common_name": "Greenville", "msa_name": "Greenville-Anderson-Greer, SC", "path": "/advisors/sc/greenville" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2026-01-02", "years_registered": 0, "period": "2026-10-01", "filing_date": "2026-09-14", "carried_forward": false, "raum_total": 147135626.0, "raum_discretionary": 146274367.0, "raum_non_discretionary": 861259.0, "raum_band": "100m_500m", "raum_band_label": "$100 million to $500 million", "total_employees": 26, "advisory_employees": 10, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "charitable": { "raum": 1035901.0, "count": 2, "fewer_than_5": true }, "individuals": { "raum": 84693603.0, "count": 784 }, "high_net_worth_individuals": { "raum": 61406122.0, "count": 78 } }, "compensation_types": [ "fixed", "percentage_of_aum" ], "advisory_activities": [ "financial_planning", "portfolio_management_individuals" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "FL", "GA", "NC", "SC", "TN", "TX" ], "websites": [ "https://bigmoneyretirement.com", "https://facebook.com/BigMoneyRetirement", "https://instagram.com/bigmoneyretirement", "https://retirerightuniversity.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/318698", "city_as_filed": "GREENVILLE", "url": "https://advisorcensus.com/firm/dba-big-money-retirement-and-big-retirement-greenville-sc-318698", "display_name": "DBA Big Money Retirement and Big Retirement", "summary": "DBA Big Money Retirement and Big Retirement is an SEC-registered investment advisory firm in Greenville, SC, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 14, 2026.", "citation": "AdvisorCensus. DBA Big Money Retirement and Big Retirement (CRD 318698): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Fixed fees (other than subscription fees)" ], "advisory_activity_labels": [ "Financial planning services", "Portfolio management for individuals and/or small businesses" ], "quick_answers": [ { "q": "How is DBA Big Money Retirement and Big Retirement compensated?", "a": "On its Form ADV (Item 5.E, October 2026), DBA Big Money Retirement and Big Retirement reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is DBA Big Money Retirement and Big Retirement located?", "a": "DBA Big Money Retirement and Big Retirement's principal office is in Greenville, SC, according to its Form ADV; the October 2026 filing also lists 6 other offices (Schedule D, Section 1.F)." }, { "q": "Is DBA Big Money Retirement and Big Retirement registered with the SEC or a state?", "a": "DBA Big Money Retirement and Big Retirement is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 318698." }, { "q": "How much does DBA Big Money Retirement and Big Retirement manage?", "a": "DBA Big Money Retirement and Big Retirement reports $147,135,626 in regulatory assets under management in its Form ADV filing dated September 14, 2026 (99% discretionary)." }, { "q": "What types of clients does DBA Big Money Retirement and Big Retirement serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (784); high net worth individuals (78); charitable organizations (2)." }, { "q": "Which custodians does DBA Big Money Retirement and Big Retirement use?", "a": "DBA Big Money Retirement and Big Retirement's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and SEI Private Trust as custodians holding 10% or more of its separately managed account assets." }, { "q": "Does DBA Big Money Retirement and Big Retirement report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/318698" }, { "q": "What changed in DBA Big Money Retirement and Big Retirement's recent Form ADV filings?", "a": "In the October 2026 filing data: Added an office in Palm Beach Gardens, FL. Registered or notice-filed in FL, TN." } ], "filing_history": [], "recent_changes": [ { "period": "2026-10-01", "period_label": "October 2026", "notes": [ "Added an office in Palm Beach Gardens, FL.", "Registered or notice-filed in FL, TN." ] }, { "period": "2026-09-01", "period_label": "September 2026", "notes": [ "Added the business name Burgess Private Wealth.", "Employees performing advisory functions went from 9 to 10.", "Changed its office addresses in Alpharetta, GA.", "Changed its office addresses in Charleston, SC." ] }, { "period": "2026-08-01", "period_label": "August 2026", "notes": [ "Added an office in Alpharetta, GA.", "Registered or notice-filed in GA." ] }, { "period": "2026-07-01", "period_label": "July 2026", "notes": [ "Added the business name Big Retirement.", "Added the business name Big Money Retirement Solutions.", "Added the business name Big Money Retirement.", "Added the business name Big Money Management, LLC.", "Employees performing advisory functions went from 7 to 9.", "Added an office in Charlotte, NC.", "Registered or notice-filed in NC.", "Updated its list of owners and control persons (Schedule A)." ] }, { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 5 to 7.", "Regulatory assets under management went from $108,972,922 to $147,135,626 (+35%).", "Updated its list of owners and control persons (Schedule A)." ] }, { "period": "2026-02-01", "period_label": "February 2026", "notes": [ "Newly registered with the SEC." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "Charles Schwab & Co., Inc.", "name_as_filed": "CHARLES SCHWAB & CO., INC.", "affiliated": false }, { "name": "SEI Private Trust", "name_as_filed": "SEI PRIVATE TRUST", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/dba-big-money-retirement-and-big-retirement-greenville-sc-318698.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 784, "fewer_than_5": false, "raum": 84693603.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 78, "fewer_than_5": false, "raum": 61406122.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 2, "fewer_than_5": true, "raum": 1035901.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/318698", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }