CRD: 145463
Berkshire Asset Management, LLC
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- Custodian
- Charles Schwab & Company · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- FrontierMeridian ridge +more
- Established Date
- 07-01-2007
- Office Locations
- 1
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.
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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%
Matrix prime
Harbor zenith
- CRD
- #16015
- Ownership
- 25.2%
Showing 2 of 6 owners & executives
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Rachel L Ames
--
- CRD
- #7893308
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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
Total SMA Asset: $2,752,063,361
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $292,409,310 | 16.6% |
| Equity - OTC | $396,337,920 | 22.5% |
| Municipal Bonds | $184,957,696 | 10.5% |
| Public Funds | $399,860,924 | 22.7% |
| U.S. Government/Agency | $211,380,224 | 12.0% |
| Cash | $276,555,793 | 15.7% |
| Total | $1,761,501,867 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CAPITAL FOCUS | GLACIER QUANTUM | D10DQ3SE0 | VYGXT | 4.58% | $100,306,668 |
| ALPHA BRIDGE | VERTEX OPTIMA | 1O74ODKYB | JDRTS | 8.54% | $105,169,116 |
| BRIDGE BEACON FRONTIER | OAK VECTOR | ZFMKAY1A8 | FIT | 3.24% | $102,325,438 |
| EMBER ELEMENT | QUANTUM EMBER | 7MOOOBSV3 | OJBO | 1.99% | $19,210,080 |
| MOMENTUM ATLAS | BEACON ZENITH | S8IQ4GQFB | UFZBF | 10.87% | $11,309,762 |
| BRIDGE UNISON SUMMIT | TIMBER MOMENTUM | CB31S6OMJ | ILBS | 10.54% | $99,965,280 |
| ELEMENT ZENITH | GLACIER RIDGE | 1A239W6LX | PWIQ | 11.98% | $1,186,763 |
| GLACIER VALUE | VECTOR ELEMENT | 09ABY5XSI | MOZUM | 6.23% | $72,128,594 |