{"url":"https://nivawealth.com/firms/berkeley-117667","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/117667","regulatoryAum":573945827,"crd":"117667","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2555744","suffix":null,"lastName":"HENDRICKSON","firstName":"JON","middleName":"CHRISTOPHER"},{"crd":"7861796","suffix":null,"lastName":"Parrish","firstName":"Megan","middleName":"Nicole"},{"crd":"1411481","suffix":null,"lastName":"WHITE","firstName":"PAUL","middleName":"STEPHEN"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-24","regulatoryAum":268000000,"clients":216,"employees":4,"offices":1},{"filedOn":"2022-03-31","regulatoryAum":287294000,"clients":195,"employees":4,"offices":1},{"filedOn":"2023-05-04","regulatoryAum":301000000,"clients":203,"employees":4,"offices":1},{"filedOn":"2024-01-31","regulatoryAum":327388998,"clients":216,"employees":5,"offices":1},{"filedOn":"2025-04-29","regulatoryAum":595858211,"clients":223,"employees":6,"offices":1},{"filedOn":"2026-02-25","regulatoryAum":573945827,"clients":222,"employees":6,"offices":1}],"secFileNumber":"801-62959","legalName":"Berkeley, Inc","displayName":"Berkeley","slug":"berkeley-117667","website":"https://berkeleyinc.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/berkeley-inc-boise/about/","founded":"1996","organization":"Idaho corporation","fiscalYearEnd":"December","headquarters":{"street":"3778 Plantation River Drive, Suite 102","city":"Boise","state":"ID","stateName":"Idaho","country":"United States","postalCode":"83703"},"tradeNames":[],"registration":{"secApproved":"30 March 2004","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":2602176.0184331797,"staff":{"employees":6,"advisory":3,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":573945827,"discretionary":573945827,"discretionaryAccounts":769,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":25},"clientTypes":[{"label":"Individuals (other than HNW)","clients":70,"regulatoryAum":39372725},{"label":"High-net-worth individuals","clients":147,"regulatoryAum":525299471},{"label":"Pension and profit-sharing plans","clients":1,"fewerThan5":true,"regulatoryAum":4541955},{"label":"Corporations and other businesses","clients":4,"fewerThan5":true,"regulatoryAum":4731676}],"feePrograms":[{"role":"main","program":"Investment Advisory Agreement","feeBasis":"marginal","fee_tiers":[{"to":500000,"pct":0.9,"from":0},{"to":1000000,"pct":0.75,"from":500000},{"to":2000000,"pct":0.6,"from":1000000},{"to":10000000,"pct":0.45,"from":2000000},{"to":null,"pct":0.35,"from":10000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011780","versionId":1011780,"ratePeriod":"annual","fee_billing":null,"submittedOn":"2026-02-25","documentName":"BERKELEY, INC FORM ADV PART 2A","fee_rate_low":0.35,"fee_rate_high":0.9,"fee_negotiable":null,"minimum_account":null,"feeMinimumPeriod":"annual","fee_minimum_annual":2500},{"role":"other","program":"Financial Planning","summary":"Financial plans are usually priced at $2,000 to $5,000 and are negotiable; 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They include 147 high-net-worth individuals, 70 individual clients, and 4 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 25 February 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Berkeley offer?","answer":"Berkeley provides financial planning, portfolio management for individuals and small businesses, pension consulting, education planning, estate planning, insurance, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Berkeley charge?","answer":"Berkeley charges 0.35%–0.90% a year for its Investment Advisory Agreement. Each asset band is charged at its own rate. The fee has a $2,500 annual minimum.","source":"BERKELEY, INC FORM ADV PART 2A, filed 25 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Berkeley use?","answer":"Berkeley’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $568M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Berkeley have?","answer":"Berkeley has 3 investment adviser representatives registered with state securities authorities, out of 6 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Berkeley invest in?","answer":"At the end of its last fiscal year, Berkeley’s separately managed accounts held 40% registered funds (mutual funds, ETFs, BDCs), 26% exchange-traded equities, 23% pooled vehicles (private funds and similar), 10% cash and equivalents and 1% non-exchange-traded equities.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Berkeley?","answer":"Berkeley’s direct owners are Paul White (50% to 75%) and Megan Parrish (25% to 50%).","source":"Form ADV Part 1A, Schedules A and B, filed 25 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Berkeley get paid?","answer":"Berkeley is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Berkeley registered with the SEC?","answer":"Yes, Berkeley has been registered with the SEC as an investment adviser since 30 March 2004. Its CRD number is 117667 and its SEC file number is 801-62959.","source":"Form ADV Part 1A, Item 1, filed 25 February 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Berkeley?","answer":"Berkeley’s main office is at 3778 Plantation River Drive, Suite 102, Boise, ID 83703. Its phone number is 208-853-6980. 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