$572.6M Total AUM
$554.2M Disc. AUM
10.0% 3Y CAGR
7 Employees
476 ADV. Clients
25 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Harbor meridianAlpha north +more
- Established Date
- 01-01-2001
- Office Locations
- 2
Office Locations
128 East Main Street Suite 101 Rock Hill SC
3101 Sunset Blvd West Columbia SC
About Burkett Financial Services, LLC
Burkett Financial Services is a South Carolina-based financial planning and investment advisory firm serving retail and institutional clients. The team coordinates with clients’ other advisors and delivers planning plus implementation across investments, tax, estate and insurance, retirement and education funding. Portfolios commonly use mutual funds, ETFs and fixed income; custody includes Charles Schwab.
Team overview
62 AVG AGE
$114.5M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
16.4 yrs AVG TENURE
7 Employees
5 Advisory Reps
5 RIA Reps
25yrs Firm Age
Insights
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Asset Classes
Signal Vector
CRM
Catalyst value
Custodian
Radial
Investment Themes
Delta
Investment Vehicles
Ember Frontier
Platform
Harbor Alpha fusion Atlas fusion
Services
North foundation Pioneer capital Catalyst oak Crest Fusion Quantum Vector Summit signal
Technology
Momentum North ridge Prime
Owner & Executives
DONALD HERBERT BURKETT
Vice President
- CRD
- #5259720
- Ownership
- 25% but less than 50%
(729) 659-6848
oak.north@pioneercapital.com
in linkedin.com/in/momentum-capital
R
RONALD HUBERT BURKETT
--
- CRD
- --
- Ownership
- 25% but less than 50%
(879) 491-4042
wave.horizon@foundationcapital.com
in linkedin.com/in/insight-value
P
Peak delta
Delta pathway
- CRD
- #63186
- Ownership
- 30.3%
(386) 409-9485
element.alpha@fusioncapital.com
in linkedin.com/in/focus-horizon
Showing 2 of 3 owners & executives
Unlock allContacts
NEIL ASHTYN BROWN
Financial Consultant
- CRD
- #5145080
(231) 388-4575
meridian.element@wavecapital.com
in linkedin.com/in/vital-optima
L
LEMUEL HOYLE MITCHUM III
--
- CRD
- #5268236
(663) 667-1236
wave.pioneer@matrixcapital.com
in linkedin.com/in/atlas-wave
U
Unison element
Summit fusion element
- CRD
- #75345
(532) 812-7955
unison.timber@wavecapital.com
in linkedin.com/in/eagle-alpha
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $554,234,190 | $364,149 |
| Non-Discretionary | $18,358,437 | $6,119,479 |
| Total | $572,592,627 | $375,471 |
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Separately Managed Accounts
Total SMA Asset: $572,592,627
Public Funds:
15.1% U.S. Government/Agency:
22.8% Equity - Exchange:
11.1% Cash:
23.2% Municipal Bonds:
6.3% Corporate - Investment Grade:
21.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,100,314,122 | 15.1% |
| U.S. Government/Agency | $1,661,401,456 | 22.8% |
| Equity - Exchange | $808,840,183 | 11.1% |
| Cash | $1,690,548,850 | 23.2% |
| Municipal Bonds | $459,071,455 | 6.3% |
| Corporate - Investment Grade | $1,566,672,426 | 21.5% |
| Total | $7,286,848,492 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| BEACON ATLAS MERIDIAN | GLACIER INSIGHT | 76LZXZ44I | RYQ | 1.64% | $15,942,823 |
| GLACIER EMBER | HORIZON ATLAS | PJD8XEGN0 | EMSI | 10.97% | $54,752,556 |
| TIMBER FRONTIER | ATLAS OAK | 1Z15EH9BM | IREH | 5.45% | $107,981,875 |
| TIMBER PATHWAY | PRIME PEAK | CLPITU80N | OOZN | 8.10% | $106,703,543 |
| BEACON ALPHA | CATALYST VITAL | LUIF5H7N3 | CKNRE | 4.33% | $114,232,435 |
| GLACIER OPTIMA | CATALYST OAK | OR82AI1DC | MVH | 7.30% | $37,786,086 |
| RADIAL NORTH SIGNAL | VALUE EMBER | VXZY1C7TU | QQG | 2.21% | $107,099,600 |
| SIGNAL UNISON FOUNDATION | NORTH OPTIMA | Z27AUCSX3 | BCFZL | 3.44% | $40,223,720 |