GOEPPER BURKHARDT LLC
CRD #127896 SEC #801-62283 GREENVILLE, SC 864-370-3244
SEC Registered
Total AUM
$325.7M
Discretionary
$323.3M
Employees
5
Clients
101
Accounts
660
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $325.7M | $323.3M | $2.4M | 5 | 0 |
| Feb 2025 | $325.7M | $323.3M | $2.4M | 5 | 0 |
| Mar 2024 | $284.2M | $281.9M | $2.2M | 4 | 0 |
| Aug 2023 | $240.9M | $235.8M | $5.1M | 4 | 8 |
| Mar 2023 | $240.9M | $235.8M | $5.1M | 4 | 8 |
| Jul 2022 | $254.9M | $250.4M | $4.5M | 4 | 8 |
| Jun 2022 | $254.9M | $250.4M | $4.5M | 4 | 8 |
| Mar 2022 | $254.9M | $250.4M | $4.5M | 4 | 8 |
| Mar 2021 | $225.8M | $209.3M | $16.5M | 4 | 8 |
| Jun 2020 | $198.5M | $196.9M | $1.6M | 4 | 3 |
| Mar 2020 | $198.5M | $196.9M | $1.6M | 4 | 3 |
| Mar 2019 | $167.1M | $166M | $1.1M | 5 | 2 |
| Mar 2018 | $163.1M | $163.1M | $0 | 4 | 2 |
| Apr 2017 | $144.9M | $137.2M | $7.7M | 3 | 100 |
| Mar 2017 | $144.9M | $137.2M | $7.7M | 3 | 100 |
| Mar 2016 | $140.2M | $138.1M | $2.1M | 3 | 100 |
| Mar 2015 | $147M | $146M | $1M | 3 | 100 |
| Aug 2014 | $146.5M | $146.3M | $200K | 3 | 120 |
| Mar 2014 | $178.2M | $178M | $195K | 4 | 120 |
| Mar 2013 | $155M | $155M | $0 | 4 | 120 |
| Mar 2012 | $146M | $144M | $2M | 1 | 26 |
| Aug 2010 | $122M | $119M | $3M | 5 | -- |
| Jul 2010 | $95M | $93M | $2M | 5 | -- |
| Apr 2010 | $95M | $93M | $2M | 5 | -- |
| Feb 2009 | $88M | $85M | $3M | 5 | -- |
| Jan 2008 | $92M | $92M | $0 | 5 | -- |
| Mar 2007 | $87M | $85M | $2M | 5 | -- |
| Nov 2006 | $82.5M | $82.5M | $0 | 5 | -- |
| Jan 2006 | $75M | $75M | $0 | 5 | -- |
| Dec 2004 | $60M | $60M | $0 | 5 | -- |
| Mar 2004 | $55M | $55M | $0 | 5 | -- |
| Jan 2004 | $45M | $45M | $0 | 5 | -- |
DateJun 2025
Total AUM$325.7M
Discretionary$323.3M
Non-Disc.$2.4M
Employees5
Clients0
DateFeb 2025
Total AUM$325.7M
Discretionary$323.3M
Non-Disc.$2.4M
Employees5
Clients0
DateMar 2024
Total AUM$284.2M
Discretionary$281.9M
Non-Disc.$2.2M
Employees4
Clients0
DateAug 2023
Total AUM$240.9M
Discretionary$235.8M
Non-Disc.$5.1M
Employees4
Clients8
DateMar 2023
Total AUM$240.9M
Discretionary$235.8M
Non-Disc.$5.1M
Employees4
Clients8
DateJul 2022
Total AUM$254.9M
Discretionary$250.4M
Non-Disc.$4.5M
Employees4
Clients8
DateJun 2022
Total AUM$254.9M
Discretionary$250.4M
Non-Disc.$4.5M
Employees4
Clients8
DateMar 2022
Total AUM$254.9M
Discretionary$250.4M
Non-Disc.$4.5M
Employees4
Clients8
DateMar 2021
Total AUM$225.8M
Discretionary$209.3M
Non-Disc.$16.5M
Employees4
Clients8
DateJun 2020
Total AUM$198.5M
Discretionary$196.9M
Non-Disc.$1.6M
Employees4
Clients3
DateMar 2020
Total AUM$198.5M
Discretionary$196.9M
Non-Disc.$1.6M
Employees4
Clients3
DateMar 2019
Total AUM$167.1M
Discretionary$166M
Non-Disc.$1.1M
Employees5
Clients2
DateMar 2018
Total AUM$163.1M
Discretionary$163.1M
Non-Disc.$0
Employees4
Clients2
DateApr 2017
Total AUM$144.9M
Discretionary$137.2M
Non-Disc.$7.7M
Employees3
Clients100
DateMar 2017
Total AUM$144.9M
Discretionary$137.2M
Non-Disc.$7.7M
Employees3
Clients100
DateMar 2016
Total AUM$140.2M
Discretionary$138.1M
Non-Disc.$2.1M
Employees3
Clients100
DateMar 2015
Total AUM$147M
Discretionary$146M
Non-Disc.$1M
Employees3
Clients100
DateAug 2014
Total AUM$146.5M
Discretionary$146.3M
Non-Disc.$200K
Employees3
Clients120
DateMar 2014
Total AUM$178.2M
Discretionary$178M
Non-Disc.$195K
Employees4
Clients120
DateMar 2013
Total AUM$155M
Discretionary$155M
Non-Disc.$0
Employees4
Clients120
DateMar 2012
Total AUM$146M
Discretionary$144M
Non-Disc.$2M
Employees1
Clients26
DateAug 2010
Total AUM$122M
Discretionary$119M
Non-Disc.$3M
Employees5
Clients--
DateJul 2010
Total AUM$95M
Discretionary$93M
Non-Disc.$2M
Employees5
Clients--
DateApr 2010
Total AUM$95M
Discretionary$93M
Non-Disc.$2M
Employees5
Clients--
DateFeb 2009
Total AUM$88M
Discretionary$85M
Non-Disc.$3M
Employees5
Clients--
DateJan 2008
Total AUM$92M
Discretionary$92M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$87M
Discretionary$85M
Non-Disc.$2M
Employees5
Clients--
DateNov 2006
Total AUM$82.5M
Discretionary$82.5M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$75M
Discretionary$75M
Non-Disc.$0
Employees5
Clients--
DateDec 2004
Total AUM$60M
Discretionary$60M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$55M
Discretionary$55M
Non-Disc.$0
Employees5
Clients--
DateJan 2004
Total AUM$45M
Discretionary$45M
Non-Disc.$0
Employees5
Clients--