CRD: 149229
Berkeley Capital Management, LLC
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Catalyst harborOak horizon
- Established Date
- 09-24-2009
- Office Locations
- 1
Office Locations
About Berkeley Capital Management, LLC
Berkeley Capital Management is a Kansas-based independent RIA providing objective, custom-built portfolio management and financial planning for individuals and business owners. The firm runs active, disciplined strategies grounded in research and a long-term lens, with attention to risk, taxes, and fees. Team experience spans equities and fixed income, including a former mutual fund co-manager and a former CFO who managed a large bond portfolio; custody includes Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
AMBER RUTH PESCHKA
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
RYAN JAMES PESCHKA
Portfolio Manager, President
- CRD
- #4924305
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Nicholas J Reinert
Marketing Project Manager
- CRD
- #7676487
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $128,487,497 | $167,520 |
| Non-Discretionary | $0 | -- |
| Total | $128,487,497 | $167,520 |
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Separately Managed Accounts
Total SMA Asset: $128,487,497
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $970,868,626 | 16.8% |
| Equity - Exchange | $814,836,168 | 14.1% |
| Cash | $809,057,188 | 14.0% |
| U.S. Government/Agency | $381,412,675 | 6.6% |
| Equity - OTC | $901,520,867 | 15.6% |
| Municipal Bonds | $751,267,389 | 13.0% |
| Derivatives | $1,150,017,004 | 19.9% |
| Total | $5,778,979,917 | 100.0% |