AdvisorCensus / Financial advisors / California / San Francisco / Berla Investment Consulting
Berla Investment Consulting is an SEC-registered investment advisory firm in Alamo, CA, registered since 1986, with no regulatory assets under management reported in its Form ADV filing dated May 18, 2026.
Quick answers
From the filingHow is Berla Investment Consulting compensated?
On its Form ADV (Item 5.E, October 2026), Berla Investment Consulting reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).
Where is Berla Investment Consulting located?
Berla Investment Consulting's principal office is in Alamo, CA, according to its Form ADV.
Is Berla Investment Consulting registered with the SEC or a state?
Berla Investment Consulting is an SEC-registered investment advisory firm, registered since 1986. Status as filed: Approved. CRD 112847.
How have Berla Investment Consulting's assets and staff changed since 2021?
In the Form ADV data for Berla Investment Consulting: Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Berla Investment Consulting serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (65); pension and profit sharing plans (but not the plan participants or government pension plans) (3); charitable organizations (1).
Does Berla Investment Consulting 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/112847
Does Berla Investment Consulting state an account minimum?
Its Form ADV Part 2A brochure dated May 18, 2026 says: "Berla Investment Consulting does not impose a minimum investment amount or other conditions."
What changed in Berla Investment Consulting's recent Form ADV filings?
In the June 2026 filing data: Reported a succession: took over the business of Berla Investment Consulting (CRD 112847) on April 20, 2026. Changed its legal name from Berla George Alexander to Berla Investment Consulting. Updated its list of owners and control persons (Schedule A).
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- 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 2AAccount minimum: None
The brochure's wording
Berla Investment Consulting does not impose a minimum investment amount or other conditions.
As stated in the firm's Form ADV Part 2A brochure dated May 18, 2026. 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.FNot reported.
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- Pension consulting services
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 1986 (40 years)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- 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 | Not reported | 2 | May 18, 2026 |
| October 2025 | Not reported | 2 | March 13, 2025 |
| October 2024 | Not reported | 2 | March 27, 2024 |
| October 2023 | Not reported | 2 | June 20, 2023 |
| October 2022 | Not reported | 2 | March 29, 2022 |
| October 2021 | Not reported | 2 | March 29, 2021 |
Total employees: 2 in October 2021 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- June 2026
- Reported a succession: took over the business of Berla Investment Consulting (CRD 112847) on April 20, 2026.
- Changed its legal name from Berla George Alexander to Berla Investment Consulting.
- Updated its list of owners and control persons (Schedule A).
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. Berla Investment Consulting (CRD 112847): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/berla-investment-consulting-alamo-ca-112847