BURGESS INVESTMENT GROUP, LLC
CRD #318698 SEC #801-135075 GREENVILLE, SC 864-920-3155
SEC Registered
Total AUM
$109M
Discretionary
$108.3M
Employees
11
Clients
1
Accounts
697
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- South Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 2, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Burgess, Jonathan, Brett | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Dec 2, 2025 REGISTERED
Notice Filings (2)
SC TX
Address
632 S MAIN STGREENVILLE, SC 29601
United States
Phone: 864-920-3155