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The fee is billed in advance and is negotiable.","source":"BERKELEY CAPITAL PARTNERS WRAP BROCHURE, filed 31 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Berkeley Capital Partners use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Berkeley Capital Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Berkeley Capital Partners invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Berkeley Capital Partners?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Berkeley Capital Partners get paid?","answer":"Berkeley Capital Partners is paid through a percentage of assets under management, fixed fees and performance-based fees. 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