BURKETT FINANCIAL SERVICES, LLC
CRD #140168 SEC #801-67535 ROCK HILL, SC 803-980-3232
SEC Registered
Total AUM
$490.8M
Discretionary
$490.8M
Employees
7
Clients
0
Accounts
1,579
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $490.8M | $490.8M | $0 | 7 | 0 |
| Aug 2024 | $436.5M | $423.9M | $12.6M | 6 | 0 |
| Feb 2024 | $436.5M | $423.9M | $12.6M | 6 | 0 |
| Oct 2023 | $396.1M | $381.9M | $14.1M | 5 | 0 |
| Mar 2023 | $396.1M | $381.9M | $14.1M | 5 | 0 |
| Sep 2022 | $416.7M | $402.4M | $14.3M | 5 | 0 |
| Jul 2022 | $416.7M | $402.4M | $14.3M | 4 | 0 |
| Mar 2022 | $416.7M | $402.4M | $14.3M | 5 | 0 |
| Jul 2021 | $350.1M | $333.8M | $16.3M | 5 | 0 |
| Mar 2021 | $350.1M | $333.8M | $16.3M | 5 | 0 |
| Jul 2020 | $307.1M | $288.9M | $18.1M | 5 | 0 |
| Jun 2020 | $307.1M | $288.9M | $18.1M | 5 | 0 |
| Mar 2020 | $307.1M | $288.9M | $18.1M | 5 | 0 |
| Mar 2020 | $307.1M | $288.9M | $18.1M | 5 | 0 |
| Feb 2019 | $242.5M | $229.8M | $12.7M | 6 | 2 |
| Mar 2018 | $249.9M | $201.2M | $48.7M | 8 | 5 |
| Mar 2017 | $195.5M | $185M | $10.4M | 6 | 300 |
| Jan 2017 | $177.6M | $164.6M | $13M | 5 | 200 |
| Feb 2016 | $177.6M | $164.6M | $13M | 5 | 200 |
| Dec 2015 | $167.4M | $167.4M | $0 | 6 | 200 |
| Oct 2015 | $167.4M | $167.4M | $0 | 6 | 200 |
| Apr 2015 | $167.4M | $167.4M | $0 | 6 | 200 |
| Mar 2015 | $167.4M | $167.4M | $0 | 6 | 200 |
| Jan 2015 | $170.5M | $170.5M | $0 | 6 | 300 |
| Sep 2014 | $170.5M | $170.5M | $0 | 6 | 300 |
| Mar 2014 | $170.5M | $170.5M | $0 | 6 | 300 |
| May 2013 | $137.2M | $137.2M | $0 | 3 | 175 |
| Mar 2013 | $137.2M | $137.2M | $0 | 3 | 175 |
| Jul 2012 | $129.5M | $129.5M | $0 | 1 | 200 |
| Mar 2012 | $129.5M | $129.5M | $0 | 1 | 200 |
| Mar 2011 | $124.6M | $124.6M | $0 | 5 | -- |
| Jan 2008 | $73M | $73M | $0 | 5 | -- |
| Oct 2007 | $60.5M | $31.8M | $28.8M | 5 | -- |
| Jan 2007 | $60.5M | $31.8M | $28.8M | 5 | -- |
DateFeb 2025
Total AUM$490.8M
Discretionary$490.8M
Non-Disc.$0
Employees7
Clients0
DateAug 2024
Total AUM$436.5M
Discretionary$423.9M
Non-Disc.$12.6M
Employees6
Clients0
DateFeb 2024
Total AUM$436.5M
Discretionary$423.9M
Non-Disc.$12.6M
Employees6
Clients0
DateOct 2023
Total AUM$396.1M
Discretionary$381.9M
Non-Disc.$14.1M
Employees5
Clients0
DateMar 2023
Total AUM$396.1M
Discretionary$381.9M
Non-Disc.$14.1M
Employees5
Clients0
DateSep 2022
Total AUM$416.7M
Discretionary$402.4M
Non-Disc.$14.3M
Employees5
Clients0
DateJul 2022
Total AUM$416.7M
Discretionary$402.4M
Non-Disc.$14.3M
Employees4
Clients0
DateMar 2022
Total AUM$416.7M
Discretionary$402.4M
Non-Disc.$14.3M
Employees5
Clients0
DateJul 2021
Total AUM$350.1M
Discretionary$333.8M
Non-Disc.$16.3M
Employees5
Clients0
DateMar 2021
Total AUM$350.1M
Discretionary$333.8M
Non-Disc.$16.3M
Employees5
Clients0
DateJul 2020
Total AUM$307.1M
Discretionary$288.9M
Non-Disc.$18.1M
Employees5
Clients0
DateJun 2020
Total AUM$307.1M
Discretionary$288.9M
Non-Disc.$18.1M
Employees5
Clients0
DateMar 2020
Total AUM$307.1M
Discretionary$288.9M
Non-Disc.$18.1M
Employees5
Clients0
DateMar 2020
Total AUM$307.1M
Discretionary$288.9M
Non-Disc.$18.1M
Employees5
Clients0
DateFeb 2019
Total AUM$242.5M
Discretionary$229.8M
Non-Disc.$12.7M
Employees6
Clients2
DateMar 2018
Total AUM$249.9M
Discretionary$201.2M
Non-Disc.$48.7M
Employees8
Clients5
DateMar 2017
Total AUM$195.5M
Discretionary$185M
Non-Disc.$10.4M
Employees6
Clients300
DateJan 2017
Total AUM$177.6M
Discretionary$164.6M
Non-Disc.$13M
Employees5
Clients200
DateFeb 2016
Total AUM$177.6M
Discretionary$164.6M
Non-Disc.$13M
Employees5
Clients200
DateDec 2015
Total AUM$167.4M
Discretionary$167.4M
Non-Disc.$0
Employees6
Clients200
DateOct 2015
Total AUM$167.4M
Discretionary$167.4M
Non-Disc.$0
Employees6
Clients200
DateApr 2015
Total AUM$167.4M
Discretionary$167.4M
Non-Disc.$0
Employees6
Clients200
DateMar 2015
Total AUM$167.4M
Discretionary$167.4M
Non-Disc.$0
Employees6
Clients200
DateJan 2015
Total AUM$170.5M
Discretionary$170.5M
Non-Disc.$0
Employees6
Clients300
DateSep 2014
Total AUM$170.5M
Discretionary$170.5M
Non-Disc.$0
Employees6
Clients300
DateMar 2014
Total AUM$170.5M
Discretionary$170.5M
Non-Disc.$0
Employees6
Clients300
DateMay 2013
Total AUM$137.2M
Discretionary$137.2M
Non-Disc.$0
Employees3
Clients175
DateMar 2013
Total AUM$137.2M
Discretionary$137.2M
Non-Disc.$0
Employees3
Clients175
DateJul 2012
Total AUM$129.5M
Discretionary$129.5M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$129.5M
Discretionary$129.5M
Non-Disc.$0
Employees1
Clients200
DateMar 2011
Total AUM$124.6M
Discretionary$124.6M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$73M
Discretionary$73M
Non-Disc.$0
Employees5
Clients--
DateOct 2007
Total AUM$60.5M
Discretionary$31.8M
Non-Disc.$28.8M
Employees5
Clients--
DateJan 2007
Total AUM$60.5M
Discretionary$31.8M
Non-Disc.$28.8M
Employees5
Clients--