About Us

Quick Facts

  • Founded in 1986
  • Roughly $2.2 Billion under advisement* as of 3.31.2020
  • SEC – Registered Investment Advisor
  • Employee Owned Since 2007
  • Dividend Growth, Core Equity Manager, Fixed Income Management as well as specialized investment services.
  • Independent Research and Analysis
  • Contact: 46 Public Square, Wilkes Barre, PA 18701 / 1-800-897-3057


Berkshire Asset Management was founded in 1986 and has since grown to roughly $2.2 Billion under supervision* as of 3.31.2020. We have grown by providing an exceptional level of client service and delivering consistent investment results. We are confident this disciplined approach to expansion is a logical and rewarding way to conduct our business. Our clients include retirement plans, high net worth individuals, institutions and charitable organizations.

Berkshire distinguishes itself from the competition through our exacting investment philosophy and process. We also offer high quality client service with personalized investment advice.

Berkshire is a SEC registered investment advisor.** From 1999 to 2007 the firm was owned by Legg Mason Inc. a global asset management firms.

The firm is now employee owned and operated. Located in Wilkes-Barre, Pennsylvania, we employ 6 investment professionals and 4 operational personnel.

*As of 3/31/2020 –¬†Assets under supervision include all assets directed and supervised by Berkshire Asset Management through all arrangements. Berkshire participates as an adviser providing investment management services to clients of institutional wrap fee programs. This Includes but not limited to assets directed through various custodial arrangements, wrap fee, uma structure and model portfolios at third party organizations.

** SEC registration does not constitute an endorsement of the firm by the commission nor does it indicate that the adviser has attained a particular level of skill or ability.

Berkshire – Annual Update Form ADV 2019_filed 3.30.2020

Berkshire – 2020 Form ADV Part 2A_Part 2B and Privacy Policy Combined

Berkshire – 2020 ADV Part 3 – Form CRS