BERKSHIRE ADVISORS, INC.

Overview

Berkshire Advisors, Inc. operates as an independent registered investment adviser and also maintains broker-dealer and insurance broker activity. The firm is structured as a corporation with individual ownership and registered with the SEC in 2022. Its client base focuses on individuals and families, and its advisory services center on financial planning and portfolio management for both individual/small-business clients and business or institutional accounts. Berkshire Advisors acts as a capital allocator that draws on third-party managers to build client exposures. Investment approach leans toward pooled vehicles rather than direct-stock strategies: public funds and mutual funds are the dominant vehicle across client portfolios. The firm also sources alternative exposures — private equity, hedge funds, commodities and oil & gas — when appropriate for a client’s objectives and risk profile. Fee arrangements are flexible and include percentage-of-AUM, hourly and fixed fees, as well as commissionable products, reflecting the mixed RIA and broker-dealer activity. Berkshire Advisors is not an active ESG investor and is registered to operate within a single state rather than as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices