Overview
Assets Under Management: $125 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 38
Average Client Assets: $3 million
Frequently Asked Questions
BERKELEY ADVISORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #134455), BERKELEY ADVISORS, INC. is subject to fiduciary duty under federal law.
BERKELEY ADVISORS, INC. is headquartered in ATLANTA, GA.
BERKELEY ADVISORS, INC. serves 38 high-net-worth clients according to their SEC filing dated February 05, 2026. View client details ↓
According to their SEC Form ADV, BERKELEY ADVISORS, INC. offers financial planning and portfolio management for individuals. View all service details ↓
BERKELEY ADVISORS, INC. manages $125 million in client assets according to their SEC filing dated February 05, 2026.
According to their SEC Form ADV, BERKELEY ADVISORS, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 38
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.01
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 314
Discretionary Accounts: 303
Non-Discretionary Accounts: 11
Regulatory Filings
CRD Number: 134455
Filing ID: 2049969
Last Filing Date: 2026-02-05 18:58:21