# BERKSHIRE ADVISORS, INC.

BERKSHIRE ADVISORS, INC. of WYOMISSING, PA is an SEC-registered investment adviser.

## Registration

- CRD: 122389
- Type: SEC-registered investment adviser
- SEC file number: 801-126064
- Location: 2240 RIDGEWOOD ROAD, SUITE 101, WYOMISSING, PA, 19610
- Phone: 610-376-6970
- Latest filing: 2026-03-31
- Regulatory AUM: $97.1M
- Discretionary AUM: $93.5M
- Non-discretionary AUM: $3.6M
- Clients: 2
- Accounts: 238

## Business model

- Compensation: % of AUM, Hourly, Fixed, Commissions, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Other

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Jay Robert Kemmerer | PRESIDENT & CEO,CHIEF COMPLIANCE OFFICER | — |
| KEMMERER JAY ROBERT | PRESIDENT; PRESIDENT/CCO; PRESIDENT & CEO (+2 more) | — |
| JONES DAVID DWAIN | CHIEF COMPLIANCE OFFICER; COMPLIANCE CONSULTANT | — |
| LUTZ JOHN FREYBERGER | VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/122389/brochure
- Similar advisers: https://search.stillhousedata.com/firm/122389/similar
- Related entities: https://search.stillhousedata.com/firm/122389/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/122389

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.