| Name | Title | Ownership | Since |
|---|---|---|---|
| Jonathan Brett Burgess Control | Managing Member & Chief Compliance Officer | Over 75% | 2021 |
Burgess Investment Group, LLC reports $109 million in regulatory assets under management on its Form ADV.
Burgess Investment Group, LLC reports 11 employees.
Burgess Investment Group, LLC is based in Greenville, SC and has been SEC-registered since 2026.
Burgess Investment Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 632 S Main St, Greenville, SC 29601 |
| Phone | 864-920-3155 |
| Office hours | By Appointment |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $108.3M |
| Non-discretionary | $708K |
| Total (RAUM) | $109M |