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BERKELEY, INC
CRD 117667File 801-62959
APPROVED
Retail clients
Custody
Filing as of Feb 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$573.9M
Above cohort median (national)
Discretionary AUM
$573.9M
Clients
222
769 accounts
Employees
6
Above cohort median in ID
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Mar 30, 2004
- Principal office
- 3778 PLANTATION RIVER DRIVE, SUITE 102, BOISE, ID, 83703
- Phone
- 208-853-6980
- Website
- HTTP://WWW.BERKELEYINC.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $573.9M
- Discretionary AUM
- $573.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 769
- Non-discretionary accounts
- 0
- Total accounts
- 769
- AUM per client
- $2.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $4.7M |
| High net worth individuals | 147 | $525.3M |
| Pension and profit sharing plans | Fewer than 5 | $4.5M |
| Individuals (other than high net worth individuals) | 70 | $39.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.