# Dba Big Money Retirement And Big Retirement: new SEC registration, $147M AUM, Greenville, SC

**Score:** 45/100

| Field | Value |
|---|---|
| Firm | Dba Big Money Retirement And Big Retirement |
| Legal name | Burgess Investment Group, LLC |
| CRD | 318698 |
| Status | Approved |
| Registered with the SEC | 2026-01-02 |
| Latest Form ADV filing | 2026-09-14 |
| Location | Greenville, SC, United States |
| Regulatory AUM | $147,135,626 |
| Accounts | 864 |
| Employees | 26 |
| Website | https://www.bigmoneyretirement.com/ |

## Why this score
- $147M under management.
- Website on file.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/318698). Last refreshed: 2026-10-28T20:49:58.746Z.
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.