Shareholder / CCO · Kera Capital Partners
Bryan Buchert
CRD 6313198 · Named on Form ADV at one SEC-registered adviser
At a glance
Kera Capital Partners, an SEC-registered wealth manager based in SAN Jose, CA with $1.4 billion in regulatory assets, lists Bryan Buchert on its Form ADV as Shareholder / CCO, a control person.
Firms and roles
- Kera Capital PartnersShareholder / CCOWealth manager · SAN Jose, CA · $1.4B in regulatory assets
AtlasMembers
Bryan’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- G-Woon ChoeShareholder, Kera Capital Partners
- Michael P. McCabeShareholder, Kera Capital Partners
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Bryan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.