# Berkeley Capital Partners, LLC

> Berkeley Capital Partners, LLC is an SEC-registered investment advisory firm in Milton, GA, registered since 2015, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 281082
- Filed as: BERKELEY CAPITAL PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Milton, GA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/281082
- AdvisorCensus page: https://advisorcensus.com/firm/berkeley-capital-partners-llc-milton-ga-281082

## Quick answers

**How is Berkeley Capital Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Berkeley Capital Partners, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees.

**Where is Berkeley Capital Partners, LLC located?**
Berkeley Capital Partners, LLC's principal office is in Milton, GA, according to its Form ADV.

**Is Berkeley Capital Partners, LLC registered with the SEC or a state?**
Berkeley Capital Partners, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 281082.

**How much does Berkeley Capital Partners, LLC manage?**
Berkeley Capital Partners, LLC reports $1,104,421,153 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (95% discretionary).

**How have Berkeley Capital Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Berkeley Capital Partners, LLC: Regulatory assets under management: $600,955,837 in the October 2021 data and $1,104,421,153 in the October 2026 data, up 84%. Total employees: 10 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Berkeley Capital Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,377); high net worth individuals (180); pension and profit sharing plans (but not the plan participants or government pension plans) (38).

**Which custodians does Berkeley Capital Partners, LLC use?**
Berkeley Capital Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Berkeley Capital Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/281082

**What changed in Berkeley Capital Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: No longer lists the business name Access Private Capital. Regulatory assets under management went from $999,117,565 to $1,104,421,153 (+11%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Minimum annual fee: None

> While Berkeley does not impose a minimum account size or minimum annual fee for advisory clients, third party managers may impose minimum account size as a condition of accepting an account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,104,421,153
- Discretionary: $1,052,233,414
- Non-discretionary: $52,187,739

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,377 | $326,565,148 |
| High net worth individuals | 180 | $433,045,705 |
| Pooled investment vehicles (other than investment companies and business development companies) | 7 | $245,739,870 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 38 | $10,518,609 |
| Other | 3 | $88,551,821 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2015 (11 years)
- Employees: 11 total, 9 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AL, AR, AZ, CA, CO, FL, GA, IL, KS, KY, LA, MA, MD, NC, NE, NH, NJ, NM, NY, OH, PA, SC, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- accessprivatecap.com
- berkeleycp.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $600,955,837 | 10 | October 1, 2021 |
| October 2022 | $751,469,213 | 11 | July 29, 2022 |
| October 2023 | $812,798,047 | 11 | March 30, 2023 |
| October 2024 | $914,797,271 | 11 | March 28, 2024 |
| October 2025 | $999,117,565 | 11 | March 28, 2025 |
| October 2026 | $1,104,421,153 | 11 | March 31, 2026 |

Regulatory assets under management: $600,955,837 in the October 2021 data and $1,104,421,153 in the October 2026 data, up 84%.
Total employees: 10 in October 2021 and 11 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- No longer lists the business name Access Private Capital.
- Regulatory assets under management went from $999,117,565 to $1,104,421,153 (+11%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Berkeley Capital Partners, LLC (CRD 281082): Form ADV filing data as of October 2026.