← Directory
BERKSHIRE ADVISORS, INC.
CRD 122389File 801-126064
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$97.1M
Bottom 25% of cohort (national)
Discretionary AUM
$93.5M
Non-discretionary $3.6M
Clients
250
238 accounts
Employees
2
Bottom 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Nov 15, 2022
- Principal office
- 2240 RIDGEWOOD ROAD, SUITE 101, WYOMISSING, PA, 19610
- Phone
- 610-376-6970
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $97.1M
- Discretionary AUM
- $93.5M
- Non-discretionary AUM
- $3.6M
- Discretionary accounts
- 235
- Non-discretionary accounts
- 3
- Total accounts
- 238
- AUM per client
- $388K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 15 | $37.3M |
| Individuals (other than high net worth individuals) | 235 | $56.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Commissions
- Hourly charges
- Other (described) — 401K
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- 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 17, 2026 | Custody | false | true |
| 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.