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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Berkshire Asset Management have?","answer":"Berkshire Asset Management has 6 investment adviser representatives registered with state securities authorities, out of 11 employees, and 6 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 0 employees are 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 Berkshire Asset Management invest in?","answer":"At the end of its last fiscal year, Berkshire Asset Management’s separately managed accounts held 79% exchange-traded equities, 10% non-exchange-traded equities, 4% state and local bonds, 3% registered funds (mutual funds, ETFs, BDCs), 2% U.S. government and agency bonds and 1% cash and equivalents. 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Berkshire Asset Management registered with the SEC?","answer":"Yes, Berkshire Asset Management has been registered with the SEC as an investment adviser since 1 July 2007. Its CRD number is 145463 and its SEC file number is 801-68485.","source":"Form ADV Part 1A, Item 1, filed 30 March 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Berkshire Asset Management?","answer":"Berkshire Asset Management’s main office is at 46 Public Square, Suite 700, Wilkes-Barre, PA 18701-2609. Its phone number is 570-825-2600. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}