Berkeley Capital Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Milton, GA. Its latest Form ADV filing, dated March 31, 2026, reports $1.1B in regulatory assets under management, 11 employees, 5 offices, and 2,368 accounts.
Assets Under Management
$1.1B
Employees
11
Offices
5 offices
Total Clients
1,605
Primary office
MILTON, GA
3000 HERITAGE WALK, SUITE 301, MILTON, GA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 85.8% of total clients.
Top client categories% of clientsClients
1
Individuals
85.8%
1,377
2
HNWI
11.2%
180
3
Pension Plans
2.4%
38
4
Pooled Investment Vehicles
0.4%
7
5
OUTSIDE PENSION PLANS, SCH C CLIENT ACCOMMODATIONS, SCH B NON-DISCRETIONARY
0.2%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of March 31, 2026
Discretionary95.3%
$1.1B
95% of total RAUM95.3%
Non-discretionary4.7%
$52M
5% of total RAUM4.7%
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$1.1B
Total Accounts2,368
10Y AUM Change+$747M (+208.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee146:1
10Y Employee Change+2 (+22.2%)
* 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.