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The fee is billed in arrears.","source":"FORM ADV PART 2A BROCHURE, filed 16 June 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Kera Capital Partners use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Kera Capital Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Kera Capital Partners invest in?","answer":"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. 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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."}