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GOEPPER BURKHARDT LLC
CRD 127896 · SEC 801-62283
531 SOUTH MAIN STREET, SUITE 303, GREENVILLE, SC, 29601, United States
Phone
864-370-3244
Fax
864-239-0760
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$380.3M
Discretionary AUM
$380.1M
Team
5 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 102 | $42.4M |
| High net worth individuals | 141 | $333.5M |
| Charitable organizations | 2 | $4.3M |
States served
GA, NC, SC, TN, VA, FL
All web addresses on file
Official SEC filing: View on IAPD