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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- QuantumHorizon bridge +more
- Established Date
- 11-25-1996
- Office Locations
- 2
Office Locations
About Berkeley, INC
Berkeley, Inc. is a Boise, ID-based fiduciary RIA providing holistic financial planning and investment management. Led by CIO Stephen White, CFA and Chief Financial Planner Megan Parrish, CFP®, the team emphasizes transparent, goal-first advice (not brokerage). Portfolios are built with asset allocation and risk management using vehicles such as ETFs and mutual funds, with Schwab as a primary custodian.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
PAUL STEPHEN WHITE
Executive Director, President
- CRD
- #1411481
- Ownership
- 50% but less than 75%
Megan Nicole Parrish
Certified Financial Planner, Chief Compliance Officer, VICE PRESIDENT
- CRD
- #7861796
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
Unlock allContacts
DANIELLE BEASLEY
--
- CRD
- #6159463
JON CHRISTOPHER HENDRICKSON
Investment Advisor
- CRD
- #2555744
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $573,945,827 | $746,353 |
| Non-Discretionary | $0 | -- |
| Total | $573,945,827 | $746,353 |
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Separately Managed Accounts
Total SMA Asset: $573,945,827
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,224,753,319 | 15.9% |
| Equity - Exchange | $1,902,604,212 | 24.7% |
| Private Funds | $1,540,570,212 | 20.0% |
| Cash | $1,971,929,872 | 25.6% |
| Equity - OTC | $1,062,993,447 | 13.8% |
| Total | $7,702,851,062 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CATALYST BRIDGE | RADIAL MOMENTUM | UQQZWX3T7 | XCW | 3.51% | $67,999,154 |
| VECTOR FOUNDATION ZENITH | CATALYST MATRIX | C71ZYRBWJ | TMFCN | 10.77% | $35,044,093 |
| WAVE MATRIX | FUSION RADIAL | QOFNXRCQQ | PZBOM | 6.20% | $5,615,825 |
| HORIZON ATLAS PATHWAY | RADIAL MERIDIAN | 8MXOYTSPN | VZB | 0.65% | $94,877,078 |
| VERTEX QUANTUM LEGACY | MATRIX VERTEX | UYXOGLFN6 | SNC | 3.40% | $9,544,367 |
| FOUNDATION OPTIMA VERTEX | VERTEX FUSION | YTX88WSBX | KXCM | 2.53% | $85,022,749 |
| MERIDIAN UNISON | FRONTIER NORTH | 0DYG8XEZP | GIBW | 9.23% | $54,776,321 |
| BEACON EMBER | PATHWAY PIONEER | Q1X6PNNNV | AOFKW | 2.26% | $34,682,774 |