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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail
- Platforms
- Matrix
- Established Date
- 05-18-2017
- Office Locations
- 1
Office Locations
About Berkeley Advisors, Inc.
Berkeley Advisors, Inc. is an Atlanta-based RIA providing financial planning and investment management, delivered together or as stand-alone annual planning. The firm emphasizes fiduciary, fee-based advice and CFP(R)-led planning. Portfolios target long-term goals using diversified allocations (including ETFs and public funds) and a retirement cash-flow program via its Pots of Gold strategy; custody includes Schwab.
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Owner & Executives
CATHERINE MARY MATHIS
Advisor, Chief Compliance Officer, President
- CRD
- #4988760
- Ownership
- 75% or more
Allan Taylor Mathis
VICE PRESIDENT
- CRD
- #7147849
- Ownership
- 10% but less than 25%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $125,063,700 | $412,751 |
| Non-Discretionary | $281,740 | $25,613 |
| Total | $125,345,440 | $399,189 |
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Separately Managed Accounts
Total SMA Asset: $125,345,440
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $157,128,085 | 15.2% |
| U.S. Government/Agency | $496,193,952 | 48.0% |
| Equity - Exchange | $185,038,994 | 17.9% |
| Cash | $195,376,368 | 18.9% |
| Total | $1,033,737,399 | 100.0% |