Berkeley Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated February 5, 2026, reports $125M in regulatory assets under management, 2 employees, and 314 accounts.
Assets Under Management
$125M
Employees
2
Offices
--
Total Clients
81
Primary office
ATLANTA, GA
9 LENOX POINTE, N.E., SUITE B, ATLANTA, GA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 53.1% of total clients.
Top client categories% of clientsClients
1
Individuals
53.1%
43
2
HNWI
46.9%
38
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$125Mas of February 5, 2026
Discretionary99.8%
$125M
100% of total RAUM99.8%
Non-discretionary0.2%
$282K
0% of total RAUM0.2%
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$125M
Total Accounts314
10Y AUM Change+$23M (+22.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee41:1
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.