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Firm profile

Berkshire Advisors, Inc..

WYOMISSING, PACRD 122389Latest ADV March 31, 2026

Berkshire Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Wyomissing, PA. Its latest Form ADV filing, dated March 31, 2026, reports $97M in regulatory assets under management, 2 employees, and 238 accounts.

Assets Under Management
$97M
Employees
2
Offices
--
Total Clients
250
Primary office
WYOMISSING, PA
2240 RIDGEWOOD ROAD, SUITE 101, WYOMISSING, PA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOJay R. Kemmerer
CCOJay R. Kemmerer

Advisory services offered

4 types reported
Financial Planning Services
Other advisory services
Portfolio management for businesses

Fee models offered

5 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 94.0% of total clients.
Top client categories% of clientsClients
1
Individuals
94.0%
235
2
HNWI
6.0%
15
Categories with <5 clients
401K<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$97Mas of March 31, 2026
Discretionary96.3%
$93M
96% of total RAUM96.3%
Non-discretionary3.7%
$4M
4% of total RAUM3.7%
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.

Total AUM$97M
Total Accounts238
10Y AUM Change$-7M (-6.5%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees2
Clients per Employee125:1
10Y Employee Change0 (0.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

This firm has a multi year gap in available SEC ADV filing history between 2012 and 2022. Charts show the most recent available filing segment under this CRD.

* 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.