# Berone Capital LLC

> Berone Capital LLC is a state-registered investment advisory firm in Marietta, GA, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 9, 2023.

- CRD: 316412
- Filed as: BERONE CAPITAL LLC
- Registration: State-registered investment adviser (status as filed: TERMREQUEST)
- Location: Marietta, GA
- Filing period: October 2026
- Form ADV filing dated: June 9, 2023
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/316412
- AdvisorCensus page: https://advisorcensus.com/firm/berone-capital-llc-marietta-ga-316412

## Quick answers

**How is Berone Capital LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Berone Capital LLC reports these compensation arrangements: a percentage of assets under its management.

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

**Is Berone Capital LLC registered with the SEC or a state?**
Berone Capital LLC is a state-registered investment advisory firm. Status as filed: TERMREQUEST. CRD 316412.

**How much does Berone Capital LLC manage?**
Berone Capital LLC reports $4,088,269 in regulatory assets under management in its Form ADV filing dated June 9, 2023 (100% discretionary).

**What types of clients does Berone Capital LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (5).

**Does Berone Capital LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/316412

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $4,088,269
- Discretionary: $4,088,269
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $148,604 |
| High net worth individuals | 5 | $3,939,665 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: Not reported
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Berone Capital LLC (CRD 316412): Form ADV filing data as of October 2026.