BERKELEY CAPITAL MANAGEMENT, LLC

BERKELEY CAPITAL MANAGEMENT, LLC of ELLSWORTH, KS is an SEC-registered investment adviser (CRD 149229). Regulatory assets under management: $128.5M.

Registration

• CRD: 149229
• SEC file number: 801-132716
• Type: Registered investment adviser
• Location: 1502 AYLWARD AVE, ELLSWORTH, KS, 67439
• Phone: (785) 472-2375
• Latest filing: 2026-03-12
• Regulatory AUM: $128.5M
• Discretionary AUM: $128.5M
• Clients: 5
• Accounts: 767

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 149229 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search