# BERKELEY ADVISORS, INC.

BERKELEY ADVISORS, INC. of ATLANTA, GA is an SEC-registered investment adviser.

## Registration

- CRD: 134455
- Type: SEC-registered investment adviser
- SEC file number: 801-131712
- Location: 9 LENOX POINTE, N.E., SUITE B, ATLANTA, GA, 30324-7412
- Phone: 404-580-9560
- Latest filing: 2026-02-05
- Regulatory AUM: $125.3M
- Discretionary AUM: $125.1M
- Non-discretionary AUM: $282K
- Clients: 2
- Accounts: 314

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Catherine Mary Mathis | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| Allan Taylor Mathis | VICE PRESIDENT | — |
| MATHIS CATHERINE MARY | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| Mathis Allan Taylor | VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/134455/brochure
- Similar advisers: https://search.stillhousedata.com/firm/134455/similar
- Related entities: https://search.stillhousedata.com/firm/134455/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/134455

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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.