Goepper Burkhardt Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 127896
· SEC file 801-62283
· Greenville, SC
· WWW.GOEPPERBURKHARDT.COM
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ADV data as of Mar 23, 2026
- Regulatory AUM
- $380M
- Discretionary
- $380M
- Clients
- 245
- Avg AUM / client
- $1.6M
- Accounts
- 824
- Employees
- 5
AUM over time
$140M
$380M
Mar 22, 2012
Mar 23, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 102 | $42.4M | 11.2% |
| High net worth individuals | 141 | $333M | 87.7% |
| Charitable organizations | 2 | $4.3M | 1.14% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Bland Burkhardt | Managing Partner, Chief Compliance Officer | CFP | Jan 2003 (24y) | 50% – 75% |
| Robert Hunter Flink | Partner | CFP | Dec 2020 (6y) | 50% – 75% |
| Gregory Taylor Goff | Registered representative | CFP CFA | Feb 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 951 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗