Goepper Burkhardt LLC

Goepper Burkhardt LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Greenville, South Carolina. On its latest Form ADV, filed March 23, 2026, it reports $380M in regulatory assets under management, 243 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	SEC-registered
Firm CRD number	127896 · SEC file 801-62283
Office	531 South Main Street Suite 303 Greenville, SC 29601
Phone	(864) 370-3244
Website	www.goepperburkhardt.com
Regulatory assets under management	$380M ($380M discretionary)
Individual clients	102 non-high-net-worth, 141 high-net-worth
Financial planning clients	101-250
How it charges	Percentage of assets
Services	Financial planning, Portfolio management
Employees	5
Disciplinary disclosures	None reported
Latest Form ADV filing	March 23, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
• Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
• It provides financial planning services, not only portfolio management.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Other fee-only advisers in Greenville

• The Fiduciary Alliance $2.5B
• Global View Investment Advisors, LLC $554M
• Hardin Capital Partners, LLC $448M
• Norris Financial Group, LLC $353M
• Southeast Financial Advisors $133M
• Matthews Wealth Management LLC $39M

See all 17 fee-only advisers in Greenville →

Nearby

• Greer 2 firms
• Simpsonville 2 firms
• Boiling Springs 1 firm