AdvisorCensus / Financial advisors / Massachusetts / Pittsfield / Berkshire Money Management, Inc.
Berkshire Money Management, Inc. is an SEC-registered investment advisory firm in Dalton, MA, registered since 2003, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 30, 2026.
Quick answers
From the filingHow is Berkshire Money Management, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Berkshire Money Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
Where is Berkshire Money Management, Inc. located?
Berkshire Money Management, Inc.'s principal office is in Dalton, MA, according to its Form ADV; the October 2026 filing also lists 2 other offices (Schedule D, Section 1.F).
Is Berkshire Money Management, Inc. registered with the SEC or a state?
Berkshire Money Management, Inc. is an SEC-registered investment advisory firm, registered since 2003. Status as filed: Approved. CRD 124873.
How much does Berkshire Money Management, Inc. manage?
Berkshire Money Management, Inc. reports $1,227,078,134 in regulatory assets under management in its Form ADV filing dated September 30, 2026 (100% discretionary).
How have Berkshire Money Management, Inc.'s assets and staff changed since 2021?
In the Form ADV data for Berkshire Money Management, Inc.: Regulatory assets under management: $694,175,826 in the October 2021 data and $1,227,078,134 in the October 2026 data, up 77%. Total employees: 13 in October 2021 and 22 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Berkshire Money Management, Inc. serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (540); high net worth individuals (335); charitable organizations (15).
Which custodians does Berkshire Money Management, Inc. use?
Berkshire Money Management, Inc.'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 Berkshire Money Management, 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/124873
What changed in Berkshire Money Management, Inc.'s recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $1,075,414,036 to $1,227,078,134 (+14%). Added an office in Williamstown, MA.
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)
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 2AThe brochure lists different fees for different services or strategies. See the firm's brochure (dated March 11, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$1,227,078,134 as of October 2026, filing dated September 30, 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
- 2003 (23 years)
- Employees
- Total: 22. Performing investment advisory functions: 8.
- 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.
- Other offices (Schedule D, Section 1.F)
-
2 other offices, as of the October 2026 filing
- States registered or notice-filed
-
27 states or jurisdictions
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 | $1,227,078,134 | 22 | September 30, 2026 |
| October 2025 | $1,075,414,036 | 18 | February 28, 2025 |
| October 2024 | $903,750,191 | 19 | August 14, 2024 |
| October 2023 | $765,618,331 | 19 | August 23, 2023 |
| October 2022 | $853,431,360 | 18 | September 1, 2022 |
| October 2021 | $694,175,826 | 13 | July 23, 2021 |
Regulatory assets under management: $694,175,826 in the October 2021 data and $1,227,078,134 in the October 2026 data, up 77%.
Total employees: 13 in October 2021 and 22 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
- Regulatory assets under management went from $1,075,414,036 to $1,227,078,134 (+14%).
- Added an office in Williamstown, MA.
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 Money Management, Inc. (CRD 124873): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/berkshire-money-management-inc-dalton-ma-124873