$1.4B Total AUM
$1.3B Disc. AUM
116.5% 3Y CAGR
13 Employees
331 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Interactive Brokers · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Ridge momentumLegacy wave +more
- Established Date
- 03-09-2021
- Office Locations
- 13
Office Locations
114 W Main Street STE 12 Mesa AZ
1760 THE Alameda SAN Jose CA
4101 J Street Suite E Sacramento CA
About Kera Capital Partners
Kera Capital Partners is an employee-owned RIA providing institutional-style investment management for clients and their families, including concentrated stock and pre-liquidity planning. The team builds tax-efficient portfolios using passive, active, and hybrid approaches, with access to private and alternative investments. Services also include trust and estate strategy, corporate cash management, family office support, and philanthropy planning. Named to Newsweek's 2025 Top Financial Advisory Firms (5-star).
Team overview
36 AVG AGE
$170.6M AVG AUM / ADVISOR
$4.1M AVG AUM / CLIENT
3.6 yrs AVG TENURE
13 Employees
8 Advisory Reps
8 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Prime prime Matrix Crest timber North prime Beacon Quantum Momentum Peak foundation Value summit Timber Bridge atlas
Client Personas
Oak
Custodian
Delta bridge Timber optima
Investment Themes
Horizon Momentum Legacy Oak zenith
Investment Vehicles
Oak north Zenith
Platform
North insight
Services
Oak radial Capital bridge Oak Summit peak Ridge Prime north Radial Horizon crest Focus vital
Technology
Ridge timber Glacier vertex Ember Delta vital Vertex focus
Owner & Executives
G
G-WOON CHOE
--
- CRD
- #4626417
- Ownership
- 25% but less than 50%
(365) 593-4458
bridge.zenith@pathwaycapital.com
in linkedin.com/in/fusion-delta
Michael Patrick McCabe
--
- CRD
- #6853524
- Ownership
- 25% but less than 50%
(378) 953-6060
pathway.frontier@harborcapital.com
in linkedin.com/in/bridge-alpha
P
Pathway optima
Harbor pathway
- CRD
- #38326
- Ownership
- 45.0%
(925) 746-3295
radial.frontier@quantumcapital.com
in linkedin.com/in/timber-horizon
Showing 2 of 3 owners & executives
Unlock allContacts
CARY M ALLISON
Managing Director
- CRD
- #2268465
(897) 761-4783
alpha.pioneer@summitcapital.com
in linkedin.com/in/capital-radial
Scott M Allison
Financial Advisor
- CRD
- #7522539
(958) 766-2794
optima.signal@crestcapital.com
in linkedin.com/in/zenith-vital
U
Unison value
Vital pioneer
- CRD
- #95103
(952) 459-5055
alpha.optima@meridiancapital.com
in linkedin.com/in/unison-vital
Showing 2 of 14 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,344,921,237 | $1,366,790 |
| Non-Discretionary | $19,482,413 | $319,384 |
| Total | $1,364,403,650 | $1,305,649 |
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Separately Managed Accounts
Total SMA Asset: $1,341,684,690
Equity - Exchange:
6.3% Public Funds:
19.6% U.S. Government/Agency:
24.8% Cash:
5.2% Private Funds:
26.6% Corporate - Investment Grade:
17.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $38,948,376 | 6.3% |
| Public Funds | $121,172,724 | 19.6% |
| U.S. Government/Agency | $153,320,589 | 24.8% |
| Cash | $32,147,866 | 5.2% |
| Private Funds | $164,448,697 | 26.6% |
| Corporate - Investment Grade | $108,189,931 | 17.5% |
| Total | $618,228,183 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ALPHA PATHWAY | EMBER PIONEER | 4W07UDCGD | PDWUV | 3.09% | $79,080,049 |
| FRONTIER QUANTUM | ATLAS VALUE | FLMFVG9FI | UEU | 10.79% | $33,955,417 |
| TIMBER HARBOR QUANTUM | ATLAS CREST | 7HIWMYOVW | MVGEI | 0.68% | $89,783,097 |
| VITAL LEGACY GLACIER | ZENITH HORIZON | GESTTZS71 | UJCJY | 2.30% | $25,234,785 |
| OPTIMA WAVE | OPTIMA PRIME | RW9T6J8QL | HEYCQ | 3.44% | $50,408,819 |
| CAPITAL BEACON | FOCUS HARBOR | ZD4CSC9L7 | RQJ | 10.09% | $45,386,453 |
| ATLAS OAK ZENITH | FOCUS UNISON | P0XAVQQ5W | DNPY | 7.27% | $29,359,954 |
| TIMBER QUANTUM CATALYST | CAPITAL RADIAL | 6I80YBZ1K | HWS | 6.77% | $87,896,360 |