Cary Allison
Kera Capital · San Jose, California
Cary Allison is a fee-only financial advisor at Kera Capital in San Jose, California. Cary focuses on equity compensation, founders (pre-exit) and estate & legacy planning. Kera Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
Facts
| Firm | Kera Capital |
|---|---|
| Based in | San Jose, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.36B across 1,045 accounts |
| SEC registration | Investment adviser representative in CA · CRD 2268465 |
| Exams passed | Series 63 (1992) · Series 65 (1992) |
| Firm size | 13 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.keracapital.com |
| Profile |
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Questions about Cary
Is Cary Allison a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Cary holds no broker registration, and Kera Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Cary charge for financial advice?
Cary's firm, Kera Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Cary Allison based?
Cary Allison is based in San Jose, California.
What does Cary specialize in?
Cary's specialties include equity compensation, founders (pre-exit), estate & legacy planning and family wealth transfer. Cary works with founders and executives.
Is Cary Allison registered with the SEC?
Yes. Cary Allison is registered as an investment adviser representative in CA (CRD 2268465), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Kera Capital manage?
Kera Capital reports $1.36B across 1,045 accounts in assets under management.
How do I contact Cary Allison?
Through Cary's website, www.keracapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Kera Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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