# Burkett Financial Services

Burkett Financial Services is a Bank / Wealth / Trust based in Rock Hill, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Rock Hill, United States
- **Region:** North America
- **Address:** Rock Hill, SC, United States
- **Founded:** 2000
- **Assets under management:** Undisclosed
- **Website:** burkettfs.com
- **LinkedIn:** https://www.linkedin.com/company/burkett-financial-services

## Regulatory record

- **CRD number:** 140168
- **SEC file number:** 801-67535
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-03T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/140168

## About

Burkett Financial Services was founded in 2000. It operates as a wealth manager and registered investment advisor headquartered in Rock Hill, South Carolina. The firm serves individuals, pension and profit-sharing plans, trusts, and estates. Services center on investment advisory, financial planning, and portfolio management. No public data identifies specific asset classes, named holdings, or geographic reach beyond the headquarters location. No co-investors or fund vehicles appear in available records. No recent operational events from the last 24 months are documented. Team size and additional offices remain undisclosed.

## Sectors

- Wealth Management

## Questions

### Who runs investment decisions at Burkett Financial Services?

No named principals or investment committee members are disclosed in public records.

### Does Burkett Financial Services participate in fund commitments or only direct deals?

Available information does not specify fund commitments, direct deals, or co-investments.

### What investment stages does Burkett Financial Services typically target?

No information on investment stages is available from public sources.

### How is Burkett Financial Services related to any parent or affiliated vehicle?

No parent, spinout, or affiliated vehicles are identified in records.

## Related profiles

- [Burgundy Asset Management](https://altss.com/profile/burgundy-asset-management)
- [Burkland](https://altss.com/profile/burkland)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/burkett-financial-services

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