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Berkeley Advisors, Inc.

● SEC registered since 2024CRD 134455SEC# 801-131712Atlanta, GA
Export (members)
Reg. AUM
$125.3M
Employees
2
Accounts
314
Location
Atlanta, GA

Berkeley Advisors, Inc. assets under management

Berkeley Advisors, Inc. is a registered investment adviser overseen by the SEC based in Atlanta, GA. The firm has been registered since 2024. It reports $125.3 million in regulatory assets under management and employs 2 people.
www.berkeleyadvisors.comView on SEC.gov ↗

Berkeley Advisors, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Allan Taylor Mathis ControlVice President10-25%2019
Catherine Mary Mathis ControlPresident, Chief Compliance OfficerOver 75%2004

Frequently asked questions

How much does Berkeley Advisors, Inc. manage?

Berkeley Advisors, Inc. reports $125.3 million in regulatory assets under management on its Form ADV.

How many employees does Berkeley Advisors, Inc. have?

Berkeley Advisors, Inc. reports 2 employees.

Where is Berkeley Advisors, Inc. located?

Berkeley Advisors, Inc. is based in Atlanta, GA and has been SEC-registered since 2024.

Does Berkeley Advisors, Inc. disclose fund performance?

Berkeley Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address9 Lenox Pointe, N.e., Suite B, Atlanta, GA 30324-7412
Phone404-580-9560
Office hours8:30a.m. To 5:00p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$125.1M
Non-discretionary$282K
Total (RAUM)$125.3M