Data / Investment advisers / South Carolina / Dba Big Money Retirement and Big Retirement
Dba Big Money Retirement and Big Retirement, Greenville, SC: $147 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Dba Big Money Retirement and Big Retirement is an SEC registered investment adviser with its main office in Greenville, South Carolina and reports $147 million in regulatory assets under management in its Form ADV filed October 26, 2026. Its clients include individuals, high net worth individuals and charitable organizations. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Dba Big Money Retirement and Big Retirement (CRD number 318698): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 318698
- SEC file number
- 801-135075
- SEC status
- Approved, effective January 2, 2026
- Legal name
- Burgess Investment Group, LLC
- Main office
- 632 S Main St, Greenville, SC 29601
- Phone
- (864) 920-3155
- Website
- bigmoneyretirement.com
- Regulatory AUM
- $147,135,626 in the Form ADV filed October 26, 2026
- Discretionary AUM
- $146,274,367
- Non discretionary AUM
- $861,259
- Accounts
- 864
- Employees
- 28, of which 10 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 6
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 26, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 784 | $84.7 million |
| High net worth individuals | 78 | $61.4 million |
| Charitable organizations | 2 | $1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $147.1 million | March 4, 2026 |
| February 2, 2026 | $109 million | December 2, 2025 |
Other advisers in Greenville
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Family Legacy, Inc. | Greenville | $377.3 million | Not listed | adviserinfo.sec.gov |
| Norris Financial Group, LLC | Greenville | $353 million | Not listed | adviserinfo.sec.gov |
| Bca Private Wealth, Inc. | Greenville | $317.3 million | Not listed | adviserinfo.sec.gov |
| Trunorth Advisors | Greenville | $300.8 million | Not listed | adviserinfo.sec.gov |
| J. Freeman & Associates | Greenville | $175 million | Not listed | adviserinfo.sec.gov |
| Taverik Capital, LLC | Greenville | $97.5 million | 4 | adviserinfo.sec.gov |
| Novus Advisors | Greenville | $91.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Greenville, SC
- Investment advisers in South Carolina
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Dba Big Money Retirement and Big Retirement on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.