BERKELEY ADVISORS, INC.

Overview

Berkeley Advisors, Inc. is an independent, owner-operated registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm runs both percentage-of-AUM and fixed-fee engagements and operates with discretionary authority over most client portfolios. Investment activity centers on public pooled vehicles—primarily mutual funds—while the firm also supplements core allocations with third‑party alternative managers for private placements and real‑estate exposure. Berkeley Advisors is not positioned as a capital allocator (it does not operate proprietary funds), and it does not market itself as an ESG-focused or multi‑state advisory platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices