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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

DBA BIG MONEY RETIREMENT AND BIG RETIREMENT

BURGESS INVESTMENT GROUP, LLC, CRD 318698

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:8fff8a30-7674-0414-31d0-ffcb027e2655

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 1
On other graphs: 0
Observed: Dec 2, 2025 to Sep 14, 2026
8 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: $147MItem 5.F on the latest filing (2026-09-14); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $146M
Private client RAUM: $146MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 11
RAUM per advisor: $13.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 26
Advisory employees: 10
Offices: 6Schedule D 1.F, beyond the principal office
Accounts: 864
Individual clients: 784
High net worth clients: 78
SEC number: 801-135075
CIK: 2141335
CRD: 318698
Filings on the tape: 8
First filed: Dec 2, 2025
Latest filed: Sep 14, 2026
Organised: Limited Liability Company, SC
Website: bigmoneyretirement.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
Clemmy Lou Osborne	n/a	GREENVILLE, SC	3	10	n/a	no
MATTHEW HASTINGS	n/a	Charlotte, NC \| GREENVILLE, SC	2	12	2	no
Edward Louis Heiser	n/a	GREENVILLE, SC	2	12	1	no
Johnathan Brett Burgess	n/a	GREENVILLE, SC	2	12	n/a	no
Luke Maloney-Grimes	n/a	GREENVILLE, SC	2	11	n/a	no
TYLER DECKER	n/a	GREENVILLE, SC	1	17	3	no
Elizabeth Faith Mungo	n/a	GREENVILLE, SC	1	11	n/a	no
Kyle Ryan Conner	n/a	Charleston, SC \| GREENVILLE, SC	0	10	1	no
Alan Yahir Pedraza	n/a	GREENVILLE, SC	0	10	n/a	no
CHARLES MITTEN FOX	Certified Financial Planner	GREENVILLE, SC \| Alpharetta, GA	0	12	7	no
JAMES RUSH JAYNES	n/a	GREENVILLE, SC	0	11	1	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
Burgess, Johnathan, Brett	MANAGING MEMBER	E	yes	12/2021	Aug 18, 2026	Aug 18, 2026
OBECK, JOHN, M	CHIEF COMPLIANCE OFFICER	Na	no	04/2026	Aug 18, 2026	Aug 18, 2026

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; showing 1 of 3

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 15, 2026	$147M	$146M	19	7	3	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
4	1	3	9.1%	2	0	0	7	1

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	$147M	n/a	n/a	n/a	n/a	26	n/a	6	n/a

Relationships

Controls (1)

← Burgess, Johnathan, BrettOwnerMANAGING MEMBER, ownership code E, individual
Aug 18, 2026 to presentfactForm ADV

Owns (1)

← OBECK, JOHN, MOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 18, 2026 to presentfactForm ADV

Registered with (12)

← JAMES RUSH JAYNESAdvisorregistration: current employment
Aug 17, 2026 to presentfactForm ADV
← CHARLES MITTEN FOXAdvisorregistration: current employment
Jul 24, 2026 to presentfactForm ADV
← Alan Yahir PedrazaAdvisorregistration: current employment
Mar 31, 2026 to presentfactForm ADV
← Kyle Ryan ConnerAdvisorregistration: current employment
Oct 27, 2025 to presentfactForm ADV
← Elizabeth Faith MungoAdvisorregistration: current employment
Jul 11, 2025 to presentfactForm ADV
← TYLER DECKERAdvisorregistration: current employment
Oct 31, 2024 to presentfactForm ADV
← Luke Maloney-GrimesAdvisorregistration: current employment
Jun 20, 2024 to presentfactForm ADV
← Johnathan Brett BurgessAdvisorregistration: current employment
Jun 5, 2024 to presentfactForm ADV
← Edward Louis HeiserAdvisorregistration: current employment
May 7, 2024 to presentfactForm ADV
← MATTHEW HASTINGSAdvisorregistration: current employment
Jan 25, 2024 to presentfactForm ADV
← Clemmy Lou OsborneAdvisorregistration: current employment
Jun 30, 2023 to presentfactForm ADV
← CHRISTOPHER MATTHEW FRANKLINAdvisorregistration: previous registration
Oct 23, 2025 to Jan 9, 2026factForm ADV

Dated events

Occurred
Jan 9, 2026
Advisor changed firm
Christopher Matthew Franklin left Dba Big Money Retirement And Big Retirement for Lpl Enterprise, Llc (registered 2026-01-26)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8fff8a30-7674-0414-31d0-ffcb027e2655
First observed: Dec 2, 2025
Last observed: Sep 14, 2026 6 days 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.

DBA BIG MONEY RETIREMENT AND BIG RETIREMENT

BURGESS INVESTMENT GROUP, LLC, CRD 318698

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:8fff8a30-7674-0414-31d0-ffcb027e2655

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:47 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Clemmy Lou Osborne

n/a

GREENVILLE, SC

n/a

MATTHEW HASTINGS

n/a

Charlotte, NC | GREENVILLE, SC

Edward Louis Heiser

n/a

GREENVILLE, SC

Johnathan Brett Burgess

n/a

GREENVILLE, SC

n/a

Luke Maloney-Grimes

n/a

GREENVILLE, SC

n/a

TYLER DECKER

n/a

GREENVILLE, SC

Elizabeth Faith Mungo

n/a

GREENVILLE, SC

n/a

Kyle Ryan Conner

n/a

Charleston, SC | GREENVILLE, SC

Alan Yahir Pedraza

n/a

GREENVILLE, SC

n/a

CHARLES MITTEN FOX

Certified Financial Planner

GREENVILLE, SC | Alpharetta, GA

JAMES RUSH JAYNES

n/a

GREENVILLE, SC

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Burgess, Johnathan, Brett

MANAGING MEMBER

yes

12/2021

Aug 18, 2026

OBECK, JOHN, M

CHIEF COMPLIANCE OFFICER

04/2026

Aug 18, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 15, 2026

$147M

$146M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

9.1%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$147M

n/a