← Directory
BERKSHIRE ASSET MANAGEMENT, LLC
CRD 145463File 801-68485
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.79B
Top 25% of cohort (national)
Discretionary AUM
$2.68B
Non-discretionary $104.2M
Clients
2,479
2,486 accounts
Employees
11
Top 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jul 1, 2007
- Principal office
- 46 PUBLIC SQUARE, SUITE 700, WILKES-BARRE, PA, 18701-2609
- Phone
- 570-825-2600
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.79B
- Discretionary AUM
- $2.68B
- Non-discretionary AUM
- $104.2M
- Discretionary accounts
- 2,462
- Non-discretionary accounts
- 24
- Total accounts
- 2,486
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 26 | $91.7M |
| Insurance companies | Fewer than 5 | $20.8M |
| Investment companies | 1 | $8.7M |
| Charitable organizations | 64 | $206.4M |
| High net worth individuals | 2,318 | $2.36B |
| Pooled investment vehicles | 2 | $28.3M |
| Pension and profit sharing plans | 63 | $70.2M |
| Individuals (other than high net worth individuals) | Fewer than 5 | $1.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- 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
- Yes
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.