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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-13-2003
- Office Locations
- 1
Office Locations
About Goepper Burkhardt LLC
GOEPPER BURKHARDT LLC is a Greenville, SC fee-only RIA focused on retirees and pre-retirees. The firm delivers integrated retirement wealth management spanning investment planning, retirement income & spending planning, and estate & legacy planning, with a thorough lens that includes tax minimization, risk management, and late-life care planning. Portfolios are implemented primarily with public funds and ETFs and are Schwab-custodied.
Team overview
Insights
Asset Classes
Client Personas
CRM
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
JOHN BLAND BURKHARDT III
Chief Compliance Officer, Managing Member, Managing Partner, National Account Manager
- CRD
- #4696493
- Ownership
- 50% but less than 75%
ROBERT HUNTER FLINK
Certified Financial Planner, PARTNER
- CRD
- #5312360
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Gregory Taylor Goff
--
- CRD
- #6655881
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $380,069,997 | $462,372 |
| Non-Discretionary | $205,601 | $102,801 |
| Total | $380,275,598 | $461,500 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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