# 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.

- CRD: 122389
- Filed as: BERKSHIRE ADVISORS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Wyomissing, PA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/122389
- AdvisorCensus page: https://advisorcensus.com/firm/berkshire-advisors-inc-wyomissing-pa-122389

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other

### Fees and minimums (Form ADV Part 2A brochure dated January 31, 2025)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> 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 brochure. Fees can differ by service and may be negotiable.

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

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: $97,054,078
- Discretionary: $93,457,000
- Non-discretionary: $3,597,078

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 235 | $56,174,001 |
| High net worth individuals | 15 | $37,282,999 |
| Other | Fewer than 5 | $3,597,078 |

### 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

### Firm details
- Registered since: 2022 (3 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [berkshireadvisors.net](https://berkshireadvisors.net)
- [jaykemmerer.com](https://jaykemmerer.com)
- Facebook @Jay R. Kemmerer
- LinkedIn @Berkshire Advisors Inc
- LinkedIn @Jay R. Kemmerer
- YouTube @Jay Kemmerer - Author & Investment Advisor

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $104,181,337 | 2 | March 31, 2023 |
| October 2024 | $96,642,294 | 2 | March 27, 2024 |
| October 2025 | $106,669,148 | 1 | January 31, 2025 |
| October 2026 | $97,054,078 | 2 | March 31, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 1 to 2.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Berkshire Advisors, Inc. (CRD 122389): Form ADV filing data as of October 2026.