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Berkeley Capital Management, LLC

● SEC registered since 2025CRD 149229SEC# 801-132716Ellsworth, KS
Export (members)
Reg. AUM
$128.5M
Employees
5
Accounts
767
Location
Ellsworth, KS

Berkeley Capital Management, LLC assets under management

Berkeley Capital Management, LLC is an investment advisory firm registered with the SEC based in Ellsworth, KS. The firm has been registered since 2025. It reports $128.5 million in regulatory assets under management and employs 5 people.

Berkeley Capital Management, LLC owners & executives

5 reported
NameTitleOwnershipSince
Amber Ruth Peschka ControlChief Compliance OfficerUnder 5%2025
Ryan and Amber Peschka Trust ControlOwnerOver 75%2020
Ryan James Peschka ControlPresidentUnder 5%2009
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Frequently asked questions

How much does Berkeley Capital Management, LLC manage?

Berkeley Capital Management, LLC reports $128.5 million in regulatory assets under management on its Form ADV.

How many employees does Berkeley Capital Management, LLC have?

Berkeley Capital Management, LLC reports 5 employees.

Where is Berkeley Capital Management, LLC located?

Berkeley Capital Management, LLC is based in Ellsworth, KS and has been SEC-registered since 2025.

Does Berkeley Capital Management, LLC disclose fund performance?

Berkeley Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1502 Aylward Ave, Ellsworth, KS 67439
Phone(785) 472-2375
Fax(785) 472-2376
Office hours8:00-4:30 And By Appt
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Regulatory AUM

$128.5M▲ 28%
Apr '25 — $100MMay '25 — $100MJun '25 — $100MJul '25 — $100MAug '25 — $100MSep '25 — $100MOct '25 — $100MNov '25 — $100MDec '25 — $100MJan '26 — $100MFeb '26 — $100MMar '26 — $128.5MApr '26 — $128.5MMay '26 — $128.5MJun '26 — $128.5M
Apr '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 88%
Larger than 12% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers

Assets under management

$128.5Mregulatory AUM
Discretionary $128.5M