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- Custodian
- Charles Schwab & Company · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-01-2007
- Office Locations
- 2
Office Locations
About Berkshire Asset Management, LLC
Berkshire Asset Management, LLC is an SEC-registered RIA providing family wealth management, portfolio consulting, separate account management, and 401(k)/403(b) administration for individuals, plus model, manager-traded, and sub-advisory solutions for advisors and institutions. Its flagship Berkshire Dividend Growth Strategy is a large-cap, 30–40 stock portfolio focused on high-quality businesses with rising dividends, using a forward-looking process and offering direct access to portfolio managers.
Reported data analysis
What the numbers show
Between March 20, 2025 and March 30, 2026, reported AUM increased 9.9%, from $2.5B to $2.8B.
Across 5 reported observations, AUM increased 35.6% between March 31, 2022 and March 30, 2026, from $2.1B to $2.8B.
Of the latest reported AUM, 96.3% is discretionary and 3.7% is non-discretionary.
The firm reports 6 advisory representatives and 2,483 clients, or 413.8 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 2 reported office locations and 19 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Berkshire Asset Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
KENNETH JOHN KROGULSKI
Chief Executive Officer, Chief Investment Officer, Managing Member, President
- CRD
- #4373182
- Ownership
- 25% but less than 50%
MICHAEL DURKIN WEAVER
Vice President
- CRD
- #2713628
- Ownership
- 10% but less than 25%
Showing 2 of 6 owners & executives
Unlock allContacts
Rachel L Ames
Vice President, Trading and Portfolio Analyst
- CRD
- #7893308
John Patrick Ginley
--
- CRD
- #2398589
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,684,791,490 | $1,090,492 |
| Non-Discretionary | $104,240,100 | $4,343,338 |
| Total | $2,789,031,590 | $1,121,895 |
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Separately Managed Accounts
SMA allocation detail is available
Berkshire Asset Management, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Berkshire Asset Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.