Wealth manager, independent · SAN Jose, CA
Kera Capital Partners
Kera Capital Partners, Inc. · SEC-registered investment adviser · CRD 312875 · SEC 801-120454
At a glance
Kera Capital Partners is an SEC-registered investment adviser based in SAN Jose, California, with $1.4B in regulatory assets under management as of its Form ADV filed September 24, 2026. It reports 310 individual clients, 282 of them high-net-worth, holding an average of about $3.8 million each, and 13 employees. That ranks it 818th among the nation’s 5,657 independent wealth management RIAs and 97th of 714 in California. It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity.
Main office 408-668-2201keracapital.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.4B
- Rank among independent wealth managers
- #818 of 5,657
- Rank among all SEC RIAs
- #4,528 of 17,210
- Rank in California
- #97 of 714
- Individual clients
- 310
- High-net-worth clients
- 282
- Accounts
- 1,045
- Discretionary
- 99% of AUM
- Employees
- 13
- Advisory staff
- 8
- Offices
- 5
Owners and executives on its Form ADV
- Bryan BuchertShareholder / CCO
- G-Woon ChoeShareholder
- Michael P. McCabeShareholder
Custody and brokerage
Broker-dealer
No broker-dealer ties
Kera Capital Partners reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 282 | $1.2B | 85% |
| Corporations or other businesses | 13 | $175M | 13% |
| Pooled investment vehicles | 6 | $23M | 2% |
| Individuals | 28 | $7M | <1% |
| Charitable organizations | – | $0M | <1% |
Private funds
Kera Capital Partners reports 9 private funds with $27M in gross assets: other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Kera Capital Partners reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗keracapital.com ↗
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in California
All of California →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Werba Rubin Papier Wealth Management, LLCSAN Jose | $1.4B | 670 |
| Elyxium Wealth LLCBeverly Hills | $1.4B | 56 |
| Cascade Financial Partners, LLCSAN Diego | $1.4B | 283 |
| Lodestar Private Asset Management LLCAlamo | $1.3B | 544 |
| Cypress Wealth Services, LLCPalm Desert | $1.3B | 825 |
| Chatterton & AssociatesAnaheim | $1.3B | 1,542 |
Background
Questions
How much does Kera Capital Partners manage?
Kera Capital Partners reports $1.4B in regulatory assets under management across 1,045 accounts, 99% of it on a discretionary basis, on its Form ADV filed September 24, 2026.
How many clients does Kera Capital Partners have?
It reports 310 individual clients: 282 high-net-worth individuals and 28 other individuals. Individuals account for about 86% of its regulatory assets.
Where is Kera Capital Partners headquartered?
Its main office is in SAN Jose, California. It reports 5 offices in total and 13 employees, 8 of whom perform investment advisory functions.
How does Kera Capital Partners charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Kera Capital Partners use?
It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity. On Schedule D of its Form ADV filed September 24, 2026, it reports these amounts held: Charles Schwab ($656M); Fidelity ($652M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Kera Capital Partners a hybrid RIA with a broker-dealer?
Kera Capital Partners reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Kera Capital Partners a fiduciary?
As an SEC-registered investment adviser, Kera Capital Partners owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Kera Capital Partners’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-24), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →