Kera Capital Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, selecting other managers, estate planning, insurance, and retirement plan services. Financial planning was provided to 1–10 clients last fiscal year. The firm advises 9 private funds.
Kera Capital Partners reports 329 clients. They include 282 high-net-worth individuals, 28 individual clients, and 13 corporations and other businesses. Of its assets, 98.6% ($1.34B across 984 accounts) are managed with discretion; $19.5M across 61 accounts are not. Of its clients, 1% are outside the U.S. It advised 2 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 9% | <1% |
| High-net-worth individuals | 86% | 85% |
| Pooled investment vehicles | 2% | 2% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | 4% | 13% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 28 | $6.52M | 0.5% | $233K |
| High-net-worth individuals | 282 | $1.16B | 85.0% | $4.11M |
| Pooled investment vehicles | 6 | $22.7M | 1.7% | $3.79M |
| Charitable organizations | Fewer than 5 | $78.5K | 0.0% | — |
| Corporations and other businesses | 13 | $175M | 12.8% | $13.4M |
| Total | 329 | $1.36B | 100% | — |
- Clients
- 28
- Regulatory AUM
- $6.52M
- AUM share
- 0.5%
- Avg. per client
- $233K
- Clients
- 282
- Regulatory AUM
- $1.16B
- AUM share
- 85.0%
- Avg. per client
- $4.11M
- Clients
- 6
- Regulatory AUM
- $22.7M
- AUM share
- 1.7%
- Avg. per client
- $3.79M
- Clients
- Fewer than 5
- Regulatory AUM
- $78.5K
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- 13
- Regulatory AUM
- $175M
- AUM share
- 12.8%
- Avg. per client
- $13.4M
Total
- Clients
- 329
- Regulatory AUM
- $1.36B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 2
- Private funds advised
- 9
- Financial planning clients last fiscal year
- 1–10
Kera Capital Partners charges up to 1.25% a year for its Investment Management Fees. The fee is billed in arrears. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Consulting
- Limited-scope consulting is billed hourly, not to exceed $250 per hour, or as a fixed fee from $2,000 to $20,000, negotiable and billed as services are rendered.
G-Woon Choe owns 25% to 50% of Kera Capital Partners. It has 13 employees, 8 of them in advisory roles.
Leadership
- Bryan BuchertShareholder / CCO
- G-Woon ChoeShareholder
- Michael McCabeShareholder
Investment adviser representatives
12 representatives listed in the SEC register as of 9 October 2026.
- Cary M Allison
- Scott M Allison
- Bryan Buchert
- G-Woon Choe
- Jadon Alexander Dailey
- Matthew Joseph Komer
- Brandon Kenji Lew
- Vincci Won-Che Ma
- Michael Patrick McCabe
- Henry Hien Phan
- Helena Sandoval
- Jeffrey Spagnola
Staff
- 13 employees
- 8 in advisory functions
- 8 state-registered reps
- 3 insurance agents
- 1 soliciting firm
- Owns 25% to 50% of Kera Capital Partners, Inc.
G-Woon Choe
Control person · since February 2021
- Owns 25% to 50% of Kera Capital Partners, Inc.
Michael McCabe
Control person · since February 2021
- Owns 10% to 25% of Kera Capital Partners, Inc.
Bryan Buchert
Control person · since February 2021
Kera Capital Partners’ regulatory assets grew 24.3× from $56.2M (July 2021) to $1.36B (September 2026); clients rose from 49 to 329 and employees from 5 to 13.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $1.36B | 329 | 13 | 5 |
| July 2025 | $1.07B | 306 | 12 | 4 |
| April 2024 | $508M | 225 | 11 | 3 |
| February 2023 | $167M | 145 | 9 | 12 |
| April 2022 | $118M | 108 | 6 | 8 |
| July 2021 | $56.2M | 49 | 5 | 7 |
Besides its headquarters, Kera Capital Partners has 4 offices, with 5 listed addresses in California, Oregon and Utah.
California · 3 listed addresses
- 1760 the Alameda, San JoseHQ
- 4101 J Street, Sacramento
- 5955 Granite Lake Drive, Granite Bay
Oregon · 1 listed address
- 550 NW Franklin, Bend
Utah · 1 listed address
- 136 Herber Avenue, Park City
Other business names
Kera Capital Partners has reported 1 other business name to the SEC.
- Kera Capital Partners
Contact and registration details
- Legal name
- Kera Capital Partners, Inc.
- Headquarters
- 1760 the Alameda, San Jose, CA 95126
- Website
- keracapital.com
- Phone
- 408-668-2201
- @keracapital
- SEC file
- 801-120454
- Structure
- Delaware corporation
- Fiscal year end
- December
Kera Capital Partners uses Charles Schwab ($656M, 50%) and Fidelity ($652M, 50%) as custodians for its separately managed accounts. Kera Capital Partners has custody of $216M in client assets for 72 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $652M50%
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $656M50%
At year end, Kera Capital Partners’ separately managed accounts were largely in stocks (35%) and funds (34%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.04B across 634 positions; the largest are Nvidia Corporation (8.2%), State Str SPDR S&P 500 ETF T (5.0%) and Corning Inc. (3.4%).
What the accounts hold
- Stocks35%
- Funds34%
- Registered funds30%
- Pooled vehicles4%
- Bonds20%
- U.S. government and agency bonds19%
- Investment grade corporate bonds1%
- Cash11%
Reported 13F holdings
- $1.04B
- Reported 13F value
- 634
- Positions
- 32.3%
- In the 10 largest
- +27.8%
- Value vs. prior quarter
- Nvidia Corporation8.2%
- State Str SPDR S&P 500 ETF T · TR Unit5.0%
- Corning Inc.3.4%
- Invesco Exchange Traded FD T · S&P500 Eql Wgt3.4%
- Vertiv Holdings CO · Com CL A2.2%
- Intel Corp.2.2%
- SPDR Series Trust · ST Str BL 12 ETF2.1%
- Capital Group Growth ETF · Shs Creat Unit1.9%
- Credo Technology Group Holdi1.9%
- Capital Group Dividend Value · Shs Creat Unit1.9%
Together, the ten largest are 32.3% of reported value.
How many clients does Kera Capital Partners have?
Kera Capital Partners has 329 clients and manages $1.36 billion for them, as of September 2026. They include 282 high-net-worth individuals, 28 individual clients, and 13 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 September 2026
What services does Kera Capital Partners offer?
Kera Capital Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, selecting other managers, estate planning, insurance, and retirement plan services.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Kera Capital Partners charge?
Kera Capital Partners charges up to 1.25% a year for its Investment Management Fees. The fee is billed in arrears.
Which custodians does Kera Capital Partners use?
Kera Capital Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $656M and Fidelity Brokerage Services LLC (Smithfield, RI), with $652M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 September 2026
How many financial advisors does Kera Capital Partners have?
Kera Capital Partners has 8 investment adviser representatives registered with state securities authorities, out of 13 employees, and 8 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 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
What does Kera Capital Partners invest in?
At the end of its last fiscal year, Kera Capital Partners’ separately managed accounts held 35% exchange-traded equities, 30% registered funds (mutual funds, ETFs, BDCs), 19% U.S. government and agency bonds, 11% cash and equivalents, 4% pooled vehicles (private funds and similar) and 1% investment grade corporate bonds. It advises 9 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 Kera Capital Partners?
Kera Capital Partners’ direct owners are Bryan Buchert, G-Woon Choe and Michael McCabe, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 24 September 2026
How does Kera Capital Partners get paid?
Kera Capital Partners 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
How do I contact Kera Capital Partners?
Kera Capital Partners’ main office is at 1760 the Alameda, San Jose, CA 95126. Its phone number is 408-668-2201. Its website is keracapital.com.