AdvisorCensus / Financial advisors / Pennsylvania / Reading / Berkshire Advisors, Inc.
Berkshire Advisors, Inc. is an SEC-registered investment advisory firm in Wyomissing, PA, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.
Quick answers
From the filingHow is Berkshire Advisors, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Berkshire Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); commissions; other.
Where is Berkshire Advisors, Inc. located?
Berkshire Advisors, Inc.'s principal office is in Wyomissing, PA, according to its Form ADV.
Is Berkshire Advisors, Inc. registered with the SEC or a state?
Berkshire Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 122389.
How much does Berkshire Advisors, Inc. manage?
Berkshire Advisors, Inc. reports $97,054,078 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (96% discretionary).
How have Berkshire Advisors, Inc.'s assets and staff changed since 2023?
In the Form ADV data for Berkshire Advisors, Inc.: Regulatory assets under management: $104,181,337 in the October 2023 data and $97,054,078 in the October 2026 data, down 7%. Total employees: 2 in October 2023 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Berkshire Advisors, Inc. serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (235); high net worth individuals (15).
Which custodians does Berkshire Advisors, Inc. use?
Berkshire Advisors, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab as a custodian holding 10% or more of its separately managed account assets.
Does Berkshire Advisors, Inc. 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/122389
Does Berkshire Advisors, Inc. state an account minimum?
Its Form ADV Part 2A brochure dated January 31, 2025 says: "Berkshire Advisors normally requires two hundred fifty thousand dollars ($250,000) minimum investment in its Advisory Accounts. However, at its discretion, Berkshire Advisors may open and maintain accounts with less."
What changed in Berkshire Advisors, Inc.'s recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 1 to 2.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $250,000 (the brochure says it may be waived or negotiated)
The brochure's wording
Berkshire Advisors normally requires two hundred fifty thousand dollars ($250,000) minimum investment in its Advisory Accounts. However, at its discretion, Berkshire Advisors may open and maintain accounts with less.
As stated in the firm's Form ADV Part 2A brochure dated January 31, 2025. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$97,054,078 as of October 2026, filing dated March 31, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2022 (3 years)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $97,054,078 | 2 | March 31, 2026 |
| October 2025 | $106,669,148 | 1 | January 31, 2025 |
| October 2024 | $96,642,294 | 2 | March 27, 2024 |
| October 2023 | $104,181,337 | 2 | March 31, 2023 |
Regulatory assets under management: $104,181,337 in the October 2023 data and $97,054,078 in the October 2026 data, down 7%.
Total employees: 2 in October 2023 and 2 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 1 to 2.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Berkshire Advisors, Inc. (CRD 122389): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/berkshire-advisors-inc-wyomissing-pa-122389