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BERKELEY CAPITAL MANAGEMENT, LLC
CRD 149229 · SEC 801-132716
1502 AYLWARD AVE, ELLSWORTH, KS, 67439, United States
Phone
(785) 472-2375
Fax
(785) 472-2376
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$128.5M
Discretionary AUM
$128.5M
Team
5 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 322 | $53.4M |
| High net worth individuals | 32 | $66.2M |
| Charitable organizations | 6 | $6.4M |
| Corporations/business entities | 10 | $2.5M |
States served
KS, NE, MO, TX
All web addresses on file
Official SEC filing: View on IAPD