Overview
Assets Under Management: $147 million
Headquarters: GREENVILLE, SC
High-Net-Worth Clients: 78
Average Client Assets: $0.8 million
Frequently Asked Questions
BURGESS INVESTMENT GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #318698), BURGESS INVESTMENT GROUP, LLC is subject to fiduciary duty under federal law.
BURGESS INVESTMENT GROUP, LLC is headquartered in GREENVILLE, SC.
BURGESS INVESTMENT GROUP, LLC serves 78 high-net-worth clients according to their SEC filing dated April 15, 2026. View client details ↓
According to their SEC Form ADV, BURGESS INVESTMENT GROUP, LLC offers financial planning and portfolio management for individuals. View all service details ↓
BURGESS INVESTMENT GROUP, LLC manages $147 million in client assets according to their SEC filing dated April 15, 2026.
According to their SEC Form ADV, BURGESS INVESTMENT GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 78
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 41.73%
Average Client Assets: $0.8 million
Total Client Accounts: 864
Discretionary Accounts: 862
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 318698
Filing ID: 2095188
Last Filing Date: 2026-04-15 18:01:22