# 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.

- CRD: 127896
- Filed as: GOEPPER BURKHARDT LLC
- 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)
- Location: Greenville, SC
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/127896
- AdvisorCensus page: https://advisorcensus.com/firm/goepper-burkhardt-llc-greenville-sc-127896

## Quick answers

**How 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. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $380,275,598
- Discretionary: $380,069,997
- Non-discretionary: $205,601

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 102 | $42,430,825 |
| High net worth individuals | 141 | $333,495,117 |
| Charitable organizations | 2 | $4,349,656 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2003 (23 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, NC, SC, TN, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- gbpwm.com
- gbrwm.com
- goepperburkhardt.com
- retireto.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $225,799,201 | 4 | March 30, 2021 |
| October 2022 | $254,863,692 | 4 | July 19, 2022 |
| October 2023 | $240,946,011 | 4 | August 22, 2023 |
| October 2024 | $284,176,526 | 4 | March 19, 2024 |
| October 2025 | $325,688,139 | 5 | June 30, 2025 |
| October 2026 | $380,275,598 | 5 | March 23, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Goepper Burkhardt LLC (CRD 127896): Form ADV filing data as of October 2026.