{
  "crd_number": 127896,
  "slug": "goepper-burkhardt-llc-greenville-sc-127896",
  "primary_business_name": "GOEPPER BURKHARDT LLC",
  "legal_name": "GOEPPER BURKHARDT LLC",
  "dbas": [
    "GOEPPER BURKHARDT LLC",
    "GOEPPER BURKHARDT PRIVATE WEALTH MANAGEMENT",
    "GOEPPER BURKHARDT RETIREMENT WEALTH MANAGEMENT"
  ],
  "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": "2003-08-13",
  "years_registered": 23,
  "period": "2026-10-01",
  "filing_date": "2026-03-23",
  "carried_forward": false,
  "raum_total": 380275598.0,
  "raum_discretionary": 380069997.0,
  "raum_non_discretionary": 205601.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 4349656.0,
      "count": 2,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 42430825.0,
      "count": 102
    },
    "high_net_worth_individuals": {
      "raum": 333495117.0,
      "count": 141
    }
  },
  "compensation_types": [
    "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",
    "VA"
  ],
  "websites": [
    "https://gbpwm.com",
    "https://gbrwm.com",
    "https://goepperburkhardt.com",
    "https://retireto.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/127896",
  "city_as_filed": "GREENVILLE",
  "url": "https://advisorcensus.com/firm/goepper-burkhardt-llc-greenville-sc-127896",
  "display_name": "Goepper Burkhardt LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. Goepper Burkhardt LLC (CRD 127896): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Goepper Burkhardt LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Goepper Burkhardt LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Goepper Burkhardt LLC located?",
      "a": "Goepper Burkhardt LLC's principal office is in Greenville, SC, according to its Form ADV."
    },
    {
      "q": "Is Goepper Burkhardt LLC registered with the SEC or a state?",
      "a": "Goepper Burkhardt LLC is an SEC-registered investment advisory firm, registered since 2003. Status as filed: Approved. CRD 127896."
    },
    {
      "q": "How much does Goepper Burkhardt LLC manage?",
      "a": "Goepper Burkhardt LLC reports $380,275,598 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary)."
    },
    {
      "q": "How have Goepper Burkhardt LLC's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Goepper Burkhardt LLC serve?",
      "a": "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)."
    },
    {
      "q": "Does Goepper Burkhardt LLC 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/127896"
    },
    {
      "q": "What changed in Goepper Burkhardt LLC's recent Form ADV filings?",
      "a": "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."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 225799201.0,
      "total_employees": 4,
      "filing_date": "2021-03-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 254863692.0,
      "total_employees": 4,
      "filing_date": "2022-07-19"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 240946011.0,
      "total_employees": 4,
      "filing_date": "2023-08-22"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 284176526.0,
      "total_employees": 4,
      "filing_date": "2024-03-19"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 325688139.0,
      "total_employees": 5,
      "filing_date": "2025-06-30"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 380275598.0,
      "total_employees": 5,
      "filing_date": "2026-03-23"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $325,688,139 to $380,275,598 (+17%).",
        "Registered or notice-filed in FL."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/goepper-burkhardt-llc-greenville-sc-127896.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 102,
      "fewer_than_5": false,
      "raum": 42430825.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 141,
      "fewer_than_5": false,
      "raum": 333495117.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 2,
      "fewer_than_5": true,
      "raum": 4349656.0
    }
  ],
  "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/127896",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}