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DBA BIG Money Retirement AND BIG Retirement

DBA BIG Money Retirement AND BIG Retirement. CRD 318698

DBA BIG Money Retirement AND BIG Retirement logo

CRD: 318698

DBA BIG Money Retirement AND BIG Retirement

Greenville, SC, 29601
8649203155
www.bigmoneyretirement.com
$147.1M Total AUM
$146.3M Disc. AUM
-- 3Y CAGR
25 Employees
867 ADV. Clients
4 yrs Firm Age

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Firm Details

Custodian
SEI
Clients
Retail and Institutional
Platforms
PioneerFusion foundation
Established Date
04-08-2022
Office Locations
2

Office Locations

632 S Main ST Greenville SC
651 Meeting St. Charleston SC

About DBA BIG Money Retirement AND BIG Retirement

Big Money Retirement (Burgess Investment Group) is a South Carolina RIA focused on pre-retirees and retirees, providing fiduciary retirement income planning, portfolio construction with risk/fee analysis, tax strategy (including Roth conversion planning), and Social Security optimization. The process centers on a clear one-page retirement roadmap with semi-annual or annual reviews, and can include an internal tax team. Custody: SEI.

Team overview

31 AVG AGE
$16.3M AVG AUM / ADVISOR
$169.7K AVG AUM / CLIENT
1.7 yrs AVG TENURE
25 Employees
9 Advisory Reps
9 RIA Reps
4yrs Firm Age

Insights

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Accredited Investors

North

Asset Classes

Prime

CRM

Momentum value

Custodian

Catalyst horizon Meridian Zenith Frontier Bridge delta

Investment Themes

Capital catalyst Meridian optima

Investment Vehicles

Legacy

Services

Pathway ridge Horizon Timber bridge Matrix element Optima Peak summit

Technology

Vector element Glacier

Owner & Executives

Johnathan Brett Burgess

Johnathan Brett Burgess

Founder, Managing Member

CRD
#7339636
Ownership
75% or more
(820) 898-8724
timber.quantum@horizoncapital.com
in linkedin.com/in/frontier-beacon
A

Amie Jill Newton

Chief Compliance Officer

CRD
#5801633
Ownership
Less than 5%
(857) 593-5545
quantum.timber@valuecapital.com
in linkedin.com/in/ember-prime

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Contacts

Kyle Ryan Conner

Kyle Ryan Conner

Lead Financial Advisor

CRD
#7427760
(369) 549-8040
pioneer.ridge@primecapital.com
in linkedin.com/in/oak-bridge
TYLER DECKER

TYLER DECKER

Financial Advisor

CRD
#6978151
(506) 507-4625
horizon.quantum@frontiercapital.com
in linkedin.com/in/vital-ember
A

Alpha pathway

Vertex vital momentum

CRD
#45666
(523) 599-8718
alpha.quantum@timbercapital.com
in linkedin.com/in/momentum-atlas

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-02-2025
04-15-2026
Category Assets AVG. Account size
Discretionary $146,274,367 $169,692
Non-Discretionary $861,259 $430,630
Total $147,135,626 $170,296

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Separately Managed Accounts

Total SMA Asset: $147,135,626

$147.1M Total SMA
Equity - OTC:
20.6%
Equity - Exchange:
21.5%
Cash:
18.2%
Public Funds:
18.8%
Corporate - Investment Grade:
8.3%
U.S. Government/Agency:
12.6%
Asset class Assets Assets %
Equity - OTC $851,638,896 20.6%
Equity - Exchange $888,846,421 21.5%
Cash $752,418,830 18.2%
Public Funds $777,223,847 18.8%
Corporate - Investment Grade $343,136,060 8.3%
U.S. Government/Agency $520,905,344 12.6%
Total $4,134,169,398 100.0%

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