Berkeley Advisors, Inc.
Berkeley Advisors, Inc. is an SEC-registered ria in Atlanta, GA with $125.3M assets under management (AUM, regulatory AUM), +21% over one year. See who owns Berkeley Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 134455, SEC 801-131712, data through 2026-02-05.
- AUM (assets under management / regulatory AUM)
- $125.3M (2026-02-05)
- Firm type
- Ria
- Location
- Atlanta, GA
- Employees
- 2
- Clients
- 81
- CRD
- 134455
- Ownership
- Mathis, Allan, Taylor; MATHIS, CATHERINE, MARY
How much AUM does Berkeley Advisors, Inc. have?
Berkeley Advisors, Inc. reported $125.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-05).
Who owns Berkeley Advisors, Inc.?
Disclosed owners and executives of Berkeley Advisors, Inc. include Mathis, Allan, Taylor, MATHIS, CATHERINE, MARY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.