BURKETT FINANCIAL SERVICES, LLC
C37
CRD 140168·SEC 801-67535·ROCK HILL, SC
AUM
$572.6M
$500M-$1B
Est. Revenue
$5.7M
@ 1% on AUM
Est. EBITDA
$1.7M
@ 30% margin
Est. Deal Value
$13.7M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $242.5M
'21 · $307.1M
'22 · $350.1M
'23 · $416.7M
'25 · $490.8M
'26 · $572.6M
'20'26
$242.5M → $572.6M▲ +136%
Operations
Advisory staff (5-yr trend)
'20 · 6 advisors
'21 · 5 advisors
'22 · 5 advisors
'23 · 5 advisors
'25 · 5 advisors
'26 · 5 advisors
'20'26
6 advisors → 5 advisors▼ -17%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
128 EAST MAIN STREETSTE., 201ROCK HILL, SC 29730
Business
128 EAST MAIN STREETSTE., 201ROCK HILL, SC 29730
Edgar Recent Filings
13F-HR2026-04-01 · 0001762716-26-000002
13F-HR2026-01-05 · 0001762716-26-000001