AdvisorCensus / Financial advisors / South Carolina / Greenville / Goepper Burkhardt LLC
Goepper Burkhardt LLC is an SEC-registered investment advisory firm in Greenville, SC, registered since 2003, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.
Quick answers
From the filingHow is Goepper Burkhardt LLC compensated?
On its Form ADV (Item 5.E, October 2026), Goepper Burkhardt LLC reports these compensation arrangements: a percentage of assets under its management.
Where is Goepper Burkhardt LLC located?
Goepper Burkhardt LLC's principal office is in Greenville, SC, according to its Form ADV.
Is Goepper Burkhardt LLC registered with the SEC or a state?
Goepper Burkhardt LLC is an SEC-registered investment advisory firm, registered since 2003. Status as filed: Approved. CRD 127896.
How much does Goepper Burkhardt LLC manage?
Goepper Burkhardt LLC reports $380,275,598 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).
How have Goepper Burkhardt LLC's assets and staff changed since 2021?
In the Form ADV data for Goepper Burkhardt LLC: Regulatory assets under management: $225,799,201 in the October 2021 data and $380,275,598 in the October 2026 data, up 68%. Total employees: 4 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Goepper Burkhardt LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (141); individuals (other than high net worth individuals) (102); charitable organizations (2).
Does Goepper Burkhardt LLC report any disciplinary disclosures?
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/127896
What changed in Goepper Burkhardt LLC's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $325,688,139 to $380,275,598 (+17%). Registered or notice-filed in FL.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies. See the firm's brochure (dated March 23, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$380,275,598 as of October 2026, filing dated March 23, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Also doing business as
- GOEPPER BURKHARDT LLC, GOEPPER BURKHARDT PRIVATE WEALTH MANAGEMENT, GOEPPER BURKHARDT RETIREMENT WEALTH MANAGEMENT
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2003 (23 years)
- Employees
- Total: 5. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
6 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $380,275,598 | 5 | March 23, 2026 |
| October 2025 | $325,688,139 | 5 | June 30, 2025 |
| October 2024 | $284,176,526 | 4 | March 19, 2024 |
| October 2023 | $240,946,011 | 4 | August 22, 2023 |
| October 2022 | $254,863,692 | 4 | July 19, 2022 |
| October 2021 | $225,799,201 | 4 | March 30, 2021 |
Regulatory assets under management: $225,799,201 in the October 2021 data and $380,275,598 in the October 2026 data, up 68%.
Total employees: 4 in October 2021 and 5 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $325,688,139 to $380,275,598 (+17%).
- Registered or notice-filed in FL.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Goepper Burkhardt LLC (CRD 127896): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/goepper-burkhardt-llc-greenville-sc-127896