# Kera Capital Partners

> Kera Capital Partners is an SEC-registered investment advisory firm in San Jose, CA, registered since 2021, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 24, 2026.

- CRD: 312875
- Filed as: KERA CAPITAL PARTNERS
- Legal name: Kera Capital Partners, Inc.
- Also doing business as: KERA CAPITAL PARTNERS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Jose, CA
- Filing period: October 2026
- Form ADV filing dated: September 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/312875
- AdvisorCensus page: https://advisorcensus.com/firm/kera-capital-partners-san-jose-ca-312875

## Quick answers

**How is Kera Capital Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Kera Capital Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Kera Capital Partners charge?**
Its Form ADV Part 2A brochure dated June 16, 2026 states: Hourly rate: $250 an hour (consulting services for clients who need advice on a limited scope of work); Flat fee: $2,000 to $20,000 (consulting services for clients who need advice on a limited scope of work). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Kera Capital Partners located?**
Kera Capital Partners' principal office is in San Jose, CA, according to its Form ADV; the October 2026 filing also lists 4 other offices (Schedule D, Section 1.F).

**Is Kera Capital Partners registered with the SEC or a state?**
Kera Capital Partners is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 312875.

**How much does Kera Capital Partners manage?**
Kera Capital Partners reports $1,364,403,650 in regulatory assets under management in its Form ADV filing dated September 24, 2026 (99% discretionary).

**How have Kera Capital Partners' assets and staff changed since 2021?**
In the Form ADV data for Kera Capital Partners: Regulatory assets under management: $56,244,005 in the October 2021 data and $1,364,403,650 in the October 2026 data, up 2326%. Total employees: 5 in October 2021 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Kera Capital Partners serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (282); individuals (other than high net worth individuals) (28); corporations or other businesses not listed above (13).

**Which custodians does Kera Capital Partners use?**
Kera Capital Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Kera Capital Partners 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/312875

**What changed in Kera Capital Partners' recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in HI, NV.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated June 16, 2026)

- Hourly rate: $250 an hour (consulting services for clients who need advice on a limited scope of work)

> If the client and Adviser determine hourly fees are the most appropriate method of billing, hourly fees will not exceed $250 per hour.

- Flat fee: $2,000 to $20,000 (consulting services for clients who need advice on a limited scope of work)

> If the client and Adviser determine fixed fees are the most appropriate method of billing, the fixed fees will range from $2,000 to $20,000.

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 & Co., Inc.
- Fidelity Brokerage Services LLC

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: $1,364,403,650
- Discretionary: $1,344,921,237
- Non-discretionary: $19,482,413

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 28 | $6,519,665 |
| High net worth individuals | 282 | $1,160,331,592 |
| Pooled investment vehicles (other than investment companies and business development companies) | 6 | $22,718,960 |
| Charitable organizations | Fewer than 5 | $78,541 |
| Corporations or other businesses not listed above | 13 | $174,754,892 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 13 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, HI, IL, LA, NH, NJ, NV, NY, OR, TX, UT, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Bend, OR
- Granite Bay, CA
- Park City, UT
- Sacramento, CA

### Websites listed on Form ADV (Item 1.I)
- keracapital.com
- LinkedIn @keracapital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $56,244,005 | 5 | September 7, 2021 |
| October 2022 | $118,224,184 | 6 | September 14, 2022 |
| October 2023 | $514,374,984 | 9 | September 15, 2023 |
| October 2024 | $507,593,066 | 11 | April 9, 2024 |
| October 2025 | $1,069,762,426 | 12 | July 16, 2025 |
| October 2026 | $1,364,403,650 | 13 | September 24, 2026 |

Regulatory assets under management: $56,244,005 in the October 2021 data and $1,364,403,650 in the October 2026 data, up 2326%.
Total employees: 5 in October 2021 and 13 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in HI, NV.

### April 2026
- Regulatory assets under management went from $1,069,762,426 to $1,364,403,650 (+28%).
- Changed its office addresses in Sacramento, CA.
- Added an office in Park City, UT.

### February 2026
- Registered or notice-filed in NJ.

### December 2025
- Registered or notice-filed in NH.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kera Capital Partners (CRD 312875): Form ADV filing data as of October 2026.