Sasser Investment Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Berkeley, CA. Its latest Form ADV filing, dated April 1, 2026, reports $120M in regulatory assets under management, 3 employees, and 119 accounts.
Assets Under Management
$120M
Employees
3
Offices
--
Total Clients
119
Primary office
BERKELEY, CA
2907 CLAREMONT AVE, SUITE 220, BERKELEY, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
119
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$120Mas of April 1, 2026
Discretionary94.3%
$113M
94% of total RAUM94.3%
Non-discretionary5.7%
$7M
6% of total RAUM5.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$120M
Total Accounts119
10Y AUM Change$-16M (-11.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee40:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.