SourcingSourcing

GOEPPER BURKHARDT LLC

C33
CRD 127896·SEC 801-62283·GREENVILLE, SC
AUM
$380.3M
$100M-$500M
Est. Revenue
$3.8M
@ 1% on AUM
Est. EBITDA
$1.1M
@ 30% margin
Est. Deal Value
$9.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GOEPPER BURKHARDT LLC
CRD
127896
SEC file #
801-62283
EIN
161645692
DBA names
—

Economics

AUM
$380.3M
AUM band
$100M-$500M
AUM trajectory
'20'26
$167.1M → $380.3M▲ +128%
Client mix
Individuals High Net Worth141
Individuals Other102
Charitable Organizations2

Operations

Employees (total)
5
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
2 advisors → 3 advisors▲ +50%
Primary office
GREENVILLE SC
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
03/23/2026
ADV-W filed at
—
Website
goepperburkhardt.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BURKHARDT, JOHN, BLAND
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
BURKHARDT, JOHN, BLAND
FLINK, ROBERT, HUNTER
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
GOEPPERBURKHARDT.COM
Rdap Domain Creation Date
2003-01-16T18:46:09Z
Rdap Firm Age Years
23
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001844142
Edgar Registered
Yes
Edgar Filing Count
24
Edgar First Filing Date
2021-02-08
Edgar Last Filing Date
2026-05-13
Edgar 13f Count
24
Edgar 13f Latest AUM Estimate
Filing Date2026-05-13
Accession0001844142-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
531 SOUTH MAIN STREETSUITE 303GREENVILLE, SC 29601
Business
531 SOUTH MAIN STREETSUITE 303GREENVILLE, SC 29601
Edgar EIN
161645692
Edgar Recent Filings
13F-HR2026-05-13 · 0001844142-26-000002
13F-HR2026-02-09 · 0001844142-26-000001
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-16T18:46:09Z
Rdap Domain Last Changed
2025-12-18T17:15:38Z
Rdap Nameservers
Ns19.domaincontrol.comNs20.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4696493
Trust Company Affiliate
No

People (3)

3
BURKHARDT, JOHN, BLAND
IAR · Direct Owner · 62.5%
4696493
FLINK, ROBERT, HUNTER
IAR · Direct Owner · 62.5%
5312360
Gregory Taylor Goff
IAR
6655881