Hedge Fund Database

GOEPPER BURKHARDT LLC

Adviser information for GOEPPER BURKHARDT LLC last updated from Form ADV on March 19th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location South Carolina, United States

Employees

Total Number of Employees 4
Investment Advisory/Research 2
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 601 $281.9M
Non-Discretionary 2 $2.2M
Total 603 $284.2M

Clients

Type Number RAUM
Individuals 99 $27.5M
HNW Individuals 62 $253.1M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations <5 $3.7M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 101-250

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businesses
Compensation % of AUMHourly charges

Identifiers

SEC RIA File Number 801-62283
SEC ERA File Number 801-62283
SEC CIK Numbers 1844142
SEC CRD Numbers 127896
Legal Entity Identifier None

Principal Office

531 SOUTH MAIN STREET
SUITE 303
GREENVILLE
SC
United States
Monday - Friday, 9:00AM - 4:30PM
Tel: 864-370-3244, Fax: 864-239-0760

Websites

www.goepperburkhardt.com www.gbpwm.com facebook.com/retiretoplan linkedin.com/in/blandburkhardt www.gbrwm.com www.retireto.com

Chief Compliance Officer

BLAND BURKHARDT
MANAGING PARTNER, CHIEF COMPLIANCE OFFICER
531 SOUTH MAIN STREET
SUITE 303
GREENVILLE
SC
United States
Tel: 864-370-3244
Fax: 864-239-0760
(Full email address available in API data)

Regulatory Contact

ROBBY FLINK
PARTNER
531 S. MAIN ST.
SUITE 303
GREENVILLE
SC
United States
Tel: (864) 370-3244
Fax: (864) 239-0760
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
BURKHARDT, JOHN, BLAND Individual – MANAGING PARTNER, CHIEF COMPLIANCE OFFICER 01/2003 50-75%
FLINK, ROBERT, HUNTER Individual – PARTNER 01/2024 50-75%

No. Employees, Historic

10502020202120222023202420254 on 3/31/20204 on 6/29/20204 on 3/30/20214 on 3/29/20224 on 6/17/20224 on 7/19/20224 on 3/31/20234 on 8/22/20234 on 8/22/20234 on 3/19/2024

RAUM, Historic

300M150M0202020212022202320242025198540352 on 3/31/2020198540352 on 6/29/2020225799201 on 3/30/2021254863692 on 3/29/2022254863692 on 6/17/2022254863692 on 7/19/2022240946011 on 3/31/2023240946011 on 8/22/2023240946011 on 8/22/2023284176526 on 3/19/2024

No. Clients, Historic

2001000202020212022202320242025110 on 3/31/2020110 on 6/29/2020123 on 3/30/2021114 on 3/29/2022114 on 6/17/2022114 on 7/19/2022128 on 3/31/2023128 on 8/22/2023128 on 8/22/2023163 on 3/19/2024

Holdings

From latest 13F, filed August 13th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBOTT LABS COM 405K 4K 0
ABBVIE INC COM 627K 4K 0
AFLAC INC COM 928K 10K 0
ALPHABET INC CAP STK CL A 1M 6K 0
AMAZON COM INC COM 748K 4K 0
AMERICAN CENTY ETF TR AVANTIS US SMALL 1M 23K 0
AMGEN INC COM 629K 2K 0
APPLE INC COM 8M 40K 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 2M 6K 0
CATERPILLAR INC COM 723K 2K 0
COCA COLA CO COM 2M 25K 0
COLGATE PALMOLIVE CO COM 402K 4K 0
CONOCOPHILLIPS COM 207K 2K 0
DUKE ENERGY CORP NEW COM NEW 578K 6K 0
EA SERIES TRUST STRIVE 500 ETF 263K 8K 0
EATON CORP PLC SHS 213K 680 0
ELI LILLY & CO COM 295K 326 0
ENTERPRISE PRODS PARTNERS L COM 256K 9K 0
EXXON MOBIL CORP COM 487K 4K 0
HEXCEL CORP NEW COM 470K 8K 0
HOME DEPOT INC COM 1M 4K 0
INTUITIVE SURGICAL INC COM NEW 432K 972 0
INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB 6M 321K 0
INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 26 201K 9K 0
INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 6M 307K 0
INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 5M 279K 0
INVESCO EXCH TRD SLF IDX FD INVSCO 30 CORP 3M 192K 0
INVESCO EXCH TRD SLF IDX FD BULETSHS 2031 CP 447K 28K 0
INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 4M 206K 0
INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 7M 340K 0
INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 7M 342K 0
INVESCO QQQ TR UNIT SER 1 601K 1K 0
ISHARES TR CORE S&P500 ETF 4M 8K 0
ISHARES TR ESG AWRE 1 5 YR 404K 17K 0
JOHNSON & JOHNSON COM 807K 6K 0
JPMORGAN CHASE & CO. COM 486K 2K 0
LOWES COS INC COM 276K 1K 0
MCDONALDS CORP COM 302K 1K 0
MERCK & CO INC COM 414K 3K 0
META PLATFORMS INC CL A 466K 925 0
MICROSOFT CORP COM 4M 9K 0
NEXTERA ENERGY INC COM 600K 8K 0
NOVARTIS AG SPONSORED ADR 208K 2K 0
NVIDIA CORPORATION COM 1M 11K 0
PALO ALTO NETWORKS INC COM 240K 707 0
PARKER-HANNIFIN CORP COM 518K 1K 0
PEPSICO INC COM 951K 6K 0
PROCTER AND GAMBLE CO COM 882K 5K 0
QUALCOMM INC COM 404K 2K 0
REALTY INCOME CORP COM 2M 30K 0
SCHWAB STRATEGIC TR US MID-CAP ETF 1M 15K 0
SCHWAB STRATEGIC TR US DIVIDEND EQ 10M 125K 0
SCHWAB STRATEGIC TR US BRD MKT ETF 23M 362K 0
SCHWAB STRATEGIC TR US LRG CAP ETF 407K 6K 0
SCHWAB STRATEGIC TR US SML CAP ETF 234K 5K 0
SCHWAB STRATEGIC TR US LCAP GR ETF 31M 310K 0
SCHWAB STRATEGIC TR US LCAP VA ETF 13M 173K 0
SELECT SECTOR SPDR TR TECHNOLOGY 511K 2K 0
SPDR GOLD TR GOLD SHS 307K 1K 0
SPDR S&P 500 ETF TR TR UNIT 616K 1K 0
STRYKER CORPORATION COM 663K 2K 0
SYSCO CORP COM 237K 3K 0
TESLA INC COM 330K 2K 0
TRANE TECHNOLOGIES PLC SHS 343K 1K 0
UNITEDHEALTH GROUP INC COM 2M 4K 0
VALERO ENERGY CORP COM 282K 2K 0
VANECK ETF TRUST MRNGSTR WDE MOAT 4M 51K 0
VANGUARD INDEX FDS S&P 500 ETF SHS 229K 457 0
VANGUARD INDEX FDS MCAP GR IDXVIP 7M 32K 0
VANGUARD INDEX FDS MCAP VL IDXVIP 8M 50K 0
VANGUARD INDEX FDS SM CP VAL ETF 6M 31K 0
VANGUARD INDEX FDS SML CP GRW ETF 2M 6K 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 20M 110K 0
VANGUARD WORLD FD HEALTH CAR ETF 6M 24K 0
VANGUARD WORLD FD INF TECH ETF 1M 2K 0
VANGUARD WORLD FD ESG US STK ETF 217K 2K 0
VISA INC COM CL A 243K 924 0
VULCAN MATLS CO COM 833K 3K 0
WALMART INC COM 359K 5K 0