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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Ridge insightAtlas +more
- Established Date
- 09-09-2015
- Office Locations
- 2
Office Locations
About Kerr Wealth Management
Kerr Wealth Management is a fee-only, fiduciary, SEC-registered RIA based in Fresno, CA providing investment management, personalized financial/life planning, and retirement plan investment advisory for small businesses (fund selection, portfolio design, and ongoing management). The firm serves a range of individuals including new investors, affluent families, physicians, farmers, and retirees, with an emphasis on straightforward portfolio implementation and tax-aware planning. Custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ANDREW THOMAS KERR
Chief Compliance Officer, Chief Executive Officer, Financial Advisor, General Partner
- CRD
- #6461370
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Thomas Wayne Chandler
Investment Advisor
- CRD
- #1082136
Dante Giorgio
--
- CRD
- #8243257
Vital focus
Focus atlas optima
- CRD
- #49701
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $131,030,044 | $144,945 |
| Non-Discretionary | $0 | -- |
| Total | $131,030,044 | $144,945 |
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Separately Managed Accounts
Total SMA Asset: $131,030,044
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,932,101,445 | 47.4% |
| Equity - Exchange | $2,492,904,815 | 40.3% |
| Cash | $760,861,768 | 12.3% |
| Total | $6,185,868,028 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PIONEER EAGLE | DELTA VERTEX | DQJF5BEQ7 | VPB | 3.08% | $13,662,576 |
| BEACON BRIDGE ELEMENT | UNISON RIDGE | 7CG0PSY16 | RFN | 3.10% | $28,131,201 |
| UNISON FOCUS OAK | SUMMIT ELEMENT | 41EULV243 | IFRUV | 8.25% | $72,749,240 |
| BEACON LEGACY | BRIDGE RIDGE | 02SREJJSL | QMW | 7.01% | $28,900,620 |
| ELEMENT VERTEX | UNISON VITAL | FRQ8WII7K | RIIY | 9.30% | $116,821,906 |
| RADIAL FRONTIER | ATLAS CREST | 1ODW5DW73 | ULK | 6.06% | $46,332,468 |
| OAK TIMBER | NORTH UNISON | 1HD0FSUMZ | PIHGV | 7.68% | $82,547,173 |
| TIMBER ELEMENT | PEAK EMBER | NIUPAQIT9 | ZSMY | 4.16% | $103,139,011 |