Berkeley Capital Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, pension consulting, and selecting other managers. The firm advises 8 private funds.
Berkeley Capital Partners reports 1,605 clients. They include 1,377 individual clients, 180 high-net-worth individuals, and 38 pension and profit-sharing plans. Of its assets, 95.3% ($1.05B across 1,583 accounts) are managed with discretion; $52.2M across 785 accounts are not. A wrap fee program the firm both sponsors and manages holds $520M. It advised 314 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 86% | 30% |
| High-net-worth individuals | 11% | 39% |
| Pooled investment vehicles | <1% | 22% |
| Pension and profit-sharing plans | 2% | <1% |
| Other | <1% | 8% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,377 | $327M | 29.6% | $237K |
| High-net-worth individuals | 180 | $433M | 39.2% | $2.41M |
| Pooled investment vehicles | 7 | $246M | 22.3% | $35.1M |
| Pension and profit-sharing plans | 38 | $10.5M | 1.0% | $277K |
| Other | 3 | $88.6M | 8.0% | $29.5M |
| Total | 1,605 | $1.1B | 100% | $688K |
- Clients
- 1,377
- Regulatory AUM
- $327M
- AUM share
- 29.6%
- Avg. per client
- $237K
- Clients
- 180
- Regulatory AUM
- $433M
- AUM share
- 39.2%
- Avg. per client
- $2.41M
- Clients
- 7
- Regulatory AUM
- $246M
- AUM share
- 22.3%
- Avg. per client
- $35.1M
- Clients
- 38
- Regulatory AUM
- $10.5M
- AUM share
- 1.0%
- Avg. per client
- $277K
- Clients
- 3
- Regulatory AUM
- $88.6M
- AUM share
- 8.0%
- Avg. per client
- $29.5M
Total
- Clients
- 1,605
- Regulatory AUM
- $1.1B
- AUM share
- 100%
- Avg. per client
- $688K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 314
- Private funds advised
- 8
- Financial planning clients last fiscal year
- 0
Berkeley Capital Partners charges 0.90%–1.50% a year for its Berkeley Managed Account Program. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
| Asset band | Annual rate |
|---|---|
| $0–$500K | 1.50% |
| $500K–$1M | 1.25% |
| $1M–$3M | 1.00% |
| $3M and above | 0.90% |
Fee details and sources
BCP Services, Inc. owns 75% or more of Berkeley Capital Partners and is in turn owned by Michael Eddy (50–75%) and Stuart Blewett (50–75%). The leadership team of Berkeley Capital Partners includes President Christopher Eddy and Chief Compliance Officer Fernando Bustelo. It has 11 employees, 9 of them in advisory roles.
Leadership
- Christopher EddyVice President/Treasurer
- Daniel NewbergVice President/Secretary
- Anthony PalazzoPresident
- Fernando BusteloChief Compliance Officer
Investment adviser representatives
8 representatives listed in the SEC register as of 9 October 2026.
- Charles Patrick Barry JR.
- Stuart James Blewett
- Michael Dewayne Brown
- Christopher Martin Eddy
- Michael Crooks Eddy
- Daniel Blake Newberg
- Anthony Francis Palazzo
- Jeffery Steven Pierce
Staff
- 11 employees
- 9 in advisory functions
- 8 state-registered reps
- 1 broker-dealer rep
- 1 insurance agent
- Owns 75% or more of Berkeley Capital Partners, LLC
BCP Services, Inc.
Control person · since July 2015
- Owns 50% to 75% of BCP Services, Inc.
Michael Eddy
Control person · since March 2009
- Owns 50% to 75% of BCP Services, Inc.
Stuart Blewett
Control person · since March 2009
Berkeley Capital Partners’ regulatory assets grew 1.8× from $601M (July 2021) to $1.1B (March 2026); clients rose from 949 to 1,605 and employees from 10 to 11.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $1.1B | 1,605 | 11 | 6 |
| March 2025 | $999M | 1,544 | 11 | 6 |
| March 2024 | $915M | 1,493 | 11 | 6 |
| March 2023 | $813M | 1,763 | 11 | 5 |
| July 2022 | $751M | 1,400 | 11 | 5 |
| July 2021 | $601M | 949 | 10 | 1 |
Besides its headquarters, Berkeley Capital Partners has 5 offices (5 private residences, listed without an address), with 1 listed address in Georgia.
Georgia · 1 listed address
- 3000 Heritage Walk, Suite 301, MiltonHQ
Contact and registration details
- Legal name
- Berkeley Capital Partners, LLC
- Headquarters
- 3000 Heritage Walk, Suite 301, Milton, GA 30004
- Website
- berkeleyaccess.com
- Phone
- 678-690-8700
- SEC file
- 801-106521
- Structure
- Georgia LLC
- Fiscal year end
- December
Berkeley Capital Partners uses Charles Schwab ($692M) as custodian for its separately managed accounts. Berkeley Capital Partners has custody of $458M in client assets for 293 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $692M100%
At year end, Berkeley Capital Partners’ separately managed accounts were mostly in stocks (72%) and bonds (19%). Its reported 13F holdings for the quarter ended 30 June 2026 total $486M across 203 positions; the largest are State Str SPDR S&P 500 ETF T (20.4%), Vanguard Whitehall Fds (7.1%) and Vanguard Scottsdale Fds (5.4%).
What the accounts hold
- Stocks72%
- Exchange-traded equities65%
- Non-exchange-traded equities7%
- Bonds19%
- Cash8%
- Other1%
- Outside pension plans, client accommodation accounts, and non-discretionary accounts.1%
Reported 13F holdings
- $486M
- Reported 13F value
- 203
- Positions
- 50.9%
- In the 10 largest
- +12.7%
- Value vs. prior quarter
- State Str SPDR S&P 500 ETF T · TR Unit20.4%
- Vanguard Whitehall Fds · High Div Yld7.1%
- Vanguard Scottsdale Fds · Int-term Corp.5.4%
- Vanguard Scottsdale Fds · Lg-term Cor BD3.7%
- Vanguard Intl Equity Index F · Allwrld EX US3.2%
- Invesco Qqq TR · Unit Ser 12.9%
- SPDR Series Trust · ST Str Sp600 Sml2.2%
- SPDR Series Trust · ST Str P400mid2.1%
- Coastalsouth Bancshares Inc.2.0%
- Vanguard World FD · Materials ETF1.9%
Together, the ten largest are 50.9% of reported value.
How many clients does Berkeley Capital Partners have?
Berkeley Capital Partners has 1,605 clients and manages $1.1 billion for them, as of March 2026. They include 1,377 individual clients, 180 high-net-worth individuals, and 38 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Berkeley Capital Partners offer?
Berkeley Capital Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Berkeley Capital Partners charge?
Berkeley Capital Partners charges 0.90%–1.50% a year for its Berkeley Managed Account Program. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
Source: BERKELEY CAPITAL PARTNERS WRAP BROCHURE, filed 31 March 2026
Which custodians does Berkeley Capital Partners use?
Berkeley Capital Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $692M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does Berkeley Capital Partners have?
Berkeley Capital Partners has 8 investment adviser representatives registered with state securities authorities, out of 11 employees, and 9 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Berkeley Capital Partners invest in?
At the end of its last fiscal year, Berkeley Capital Partners’ separately managed accounts held 65% exchange-traded equities, 19% state and local bonds, 8% cash and equivalents, 7% non-exchange-traded equities and 1% other. The 1% other category is described as: Outside Pension Plans, Client Accommodation Accounts, and Non-Discretionary Accounts. It advises 8 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Berkeley Capital Partners?
Berkeley Capital Partners is owned through a holding company by Michael Eddy and Stuart Blewett. Its direct owner is BCP Services, Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Berkeley Capital Partners get paid?
Berkeley Capital Partners is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Berkeley Capital Partners registered with the SEC?
Yes, Berkeley Capital Partners has been registered with the SEC as an investment adviser since 12 August 2015. Its CRD number is 281082 and its SEC file number is 801-106521.
Source: Form ADV Part 1A, Item 1, filed 31 March 2026; IAPD firm record
How do I contact Berkeley Capital Partners?
Berkeley Capital Partners’ main office is at 3000 Heritage Walk, Suite 301, Milton, GA 30004. Its phone number is 678-690-8700. Its website is berkeleyaccess.com.