Berkeley Capital Management, Llc

At Berkeley Capital Management, we believe successful investing starts with trust. Our client-first approach is built on integrity, personalized guidance, and lasting relationships. Berkeley began in 2009 with a desire to provide friends and family with sound investment guidance during uncertain times. Founded by Ryan Peschka, who left his role as a bank CFO to pursue independent investment management, our firm has grown entirely through client referrals. From our humble beginnings, Berkeley’s assets under management has grown significantly. This growth has been achieved organically, by adhering to our fiduciary duty of acting in our clients’ best interests. We provide clients with customized investment solutions through independent research, active management, and personal service. We help you work toward your long-term financial goals. Visit to learn more.