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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

GOEPPER BURKHARDT LLC

CRD 127896

GREENVILLE, SC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8437d522-3242-bdcc-987b-b441db7d5276

Data as of Mar 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Mar 22, 2012 to Mar 23, 2026
23 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $380MItem 5.F on the latest filing (2026-03-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $380M
Private client RAUM: $376MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $127Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 824
Individual clients: 102
High net worth clients: 141
SEC number: 801-62283
CIK: 1844142
CRD: 127896
Filings on the tape: 23
First filed: Mar 22, 2012
Latest filed: Mar 23, 2026
Organised: Limited Liability Company, SC
Website: goepperburkhardt.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JOHN BLAND BURKHARDT	Certified Financial Planner	GREENVILLE, SC	17	23	n/a	no
ROBERT HUNTER FLINK	Certified Financial Planner	GREENVILLE, SC	5	19	6	no
Gregory Taylor Goff	Certified Financial Planner\|Chartered Financial Analyst	GREENVILLE, SC	1	10	3	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BURKHARDT, JOHN, BLAND	MANAGING PARTNER, CHIEF COMPLIANCE OFFICER	D	yes	01/2003	Mar 22, 2012	Mar 19, 2024
FLINK, ROBERT, HUNTER	Partner	D	yes	01/2024	Mar 19, 2024	Mar 19, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 23, 2026	$380M	$380M	5	3	0	n/a	n/a
2024	Feb 25, 2025	$326M	$323M	5	3	0	n/a	n/a
2023	Mar 19, 2024	$284M	$282M	4	2	0	n/a	n/a
2022	Mar 31, 2023	$241M	$236M	4	2	0	n/a	n/a
2021	Mar 29, 2022	$255M	$250M	4	3	0	n/a	n/a
2020	Mar 30, 2021	$226M	$209M	4	3	0	n/a	n/a
2019	Mar 31, 2020	$199M	$197M	4	2	0	n/a	n/a
2018	Mar 27, 2019	$167M	$166M	5	2	0	n/a	n/a
2017	Mar 29, 2018	$163M	$163M	4	2	0	n/a	n/a
2016	Mar 31, 2017	$145M	$137M	3	2	n/a	n/a	n/a
2015	Mar 28, 2016	$140M	$138M	3	2	n/a	n/a	n/a
2014	Mar 23, 2015	$147M	$146M	3	2	n/a	n/a	n/a
2013	Mar 17, 2014	$178M	$178M	4	3	n/a	n/a	n/a
2012	Mar 26, 2013	$155M	$155M	4	3	n/a	n/a	n/a
2011	Mar 22, 2012	$146M	$144M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$380M	$326M	16.8%	$241M	16.4%	5	5	0	0

Relationships

Registered with (4)

← Gregory Taylor GoffAdvisorregistration: current employment
Feb 26, 2025 to presentfactForm ADV
← ROBERT HUNTER FLINKAdvisorregistration: current employment
Dec 22, 2020 to presentfactForm ADV
← JOHN BLAND BURKHARDTAdvisorregistration: current employment
Mar 5, 2009 to presentfactForm ADV
← BRADLEY STEVEN MCGREWAdvisorregistration: previous registration
Jan 2, 2013 to Dec 31, 2014factForm ADV

Controls (2)

← BURKHARDT, JOHN, BLANDOwnerMANAGING PARTNER, CHIEF COMPLIANCE OFFICER, ownership code D, individual
Mar 22, 2012 to Mar 19, 2024factForm ADV
← FLINK, ROBERT, HUNTEROwnerPARTNER, ownership code D, individual
Mar 19, 2024 to Mar 19, 2024factForm ADV

Dated events

Occurred
Mar 19, 2024
Control person joined
Hunter Robert Flink (Partner) appeared on Schedule A of Goepper Burkhardt Llc
Form ADVobserved 6 days ago
Occurred
Mar 29, 2022
Control person left
Dant William Goepper (Executive Officer) no longer on Schedule A of Goepper Burkhardt Llc (listed 2021-03-30, absent 2022-03-29)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8437d522-3242-bdcc-987b-b441db7d5276
First observed: Mar 22, 2012
Last observed: Mar 23, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

GOEPPER BURKHARDT LLC

CRD 127896

GREENVILLE, SC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8437d522-3242-bdcc-987b-b441db7d5276

Data as of Mar 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:37 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOHN BLAND BURKHARDT

Certified Financial Planner

GREENVILLE, SC

n/a

ROBERT HUNTER FLINK

Certified Financial Planner

GREENVILLE, SC

Gregory Taylor Goff

Certified Financial Planner|Chartered Financial Analyst

GREENVILLE, SC

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BURKHARDT, JOHN, BLAND

MANAGING PARTNER, CHIEF COMPLIANCE OFFICER

yes

01/2003

Mar 22, 2012

Mar 19, 2024

FLINK, ROBERT, HUNTER

Partner

yes

01/2024

Mar 19, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 23, 2026

$380M

n/a

2024

Feb 25, 2025

$326M

$323M

n/a

2023

Mar 19, 2024

$284M

$282M

n/a

2022

Mar 31, 2023

$241M

$236M

n/a

2021

Mar 29, 2022

$255M

$250M

n/a

2020

Mar 30, 2021

$226M

$209M

n/a

2019

Mar 31, 2020

$199M

$197M

n/a

2018

Mar 27, 2019

$167M

$166M

n/a

2017

Mar 29, 2018

$163M

n/a

2016

Mar 31, 2017

$145M

$137M

n/a

2015

Mar 28, 2016

$140M

$138M

n/a

2014

Mar 23, 2015

$147M

$146M

n/a

2013

Mar 17, 2014

$178M

n/a

2012

Mar 26, 2013

$155M

n/a

2011

Mar 22, 2012

$146M

$144M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$380M

$326M

16.8%

$241M

16.4%