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BERKSHIRE ADVISORS, INC.

A75
CRD 122389·SEC 801-126064·WYOMISSING, PA
AUM
$97.1M
$25M-$100M
Est. Revenue
$971K
@ 1% on AUM
Est. EBITDA
$291K
@ 30% margin
Est. Deal Value
$2.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BERKSHIRE ADVISORS, INC.
CRD
122389
SEC file #
801-126064
EIN
—
DBA names
—

Economics

AUM
$97.1M
AUM band
$25M-$100M
AUM trajectory
'23'26
$103.8M → $97.1M▼ -7%
Client mix
Individuals Other235
Individuals High Net Worth15

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'23'26
2 advisors → 2 advisors▬ 0%
Primary office
WYOMISSING PA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesOther Advisory Services
Fee basis
% of AUMHourly chargesFixed feesCommissions

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
berkshireadvisors.net

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KEMMERER, JAY, ROBERT
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
KEMMERER, JAY, ROBERT
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BERKSHIREADVISORS.NET
Rdap Domain Creation Date
2002-09-06T15:07:56Z
Rdap Firm Age Years
24
Rdap Firm Age Band
20+y
Rdap Registrar
Automattic Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-09-06T15:08:37Z
Rdap Domain Last Changed
2025-11-24T21:20:54Z
Rdap Nameservers
Ns1.wordpress.comNs2.wordpress.comNs3.wordpress.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
1387729
Trust Company Affiliate
No

People (2)

2
KEMMERER, JAY, ROBERT
IAR · Direct Owner · 87.5%
1387729
Jay Robert Kemmerer
IAR
7706821