Nicholas Reinert
Berkeley Capital Management · Ellsworth, Kansas
Nicholas Reinert is a fee-only financial advisor at Berkeley Capital Management in Ellsworth, Kansas. Nicholas focuses on retirement planning and small business owners. Berkeley Capital Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
Facts
| Firm | Berkeley Capital Management |
|---|---|
| Based in | Ellsworth, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $128.5M across 767 accounts |
| SEC registration | Investment adviser representative in KS, TX · CRD 7676487 |
| Exams passed | Series 65 (2022) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.berkeleycapitalmanagement.com |
| Profile |
How Nicholas's firm compares
- Berkeley Capital Management's average account is about $168,000, from its Form ADV (assets managed divided by 767 accounts).
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Questions about Nicholas
Is Nicholas Reinert a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nicholas holds no broker registration, and Berkeley Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Nicholas charge for financial advice?
Nicholas's firm, Berkeley Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Nicholas Reinert based?
Nicholas Reinert is based in Ellsworth, Kansas.
What does Nicholas specialize in?
Nicholas's specialties include retirement planning and small business owners. Nicholas works with pre-retirees.
Is Nicholas Reinert registered with the SEC?
Yes. Nicholas Reinert is registered as an investment adviser representative in KS and TX (CRD 7676487), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Berkeley Capital Management manage?
Berkeley Capital Management reports $128.5M across 767 accounts in assets under management.
How do I contact Nicholas Reinert?
Through Nicholas's website, www.berkeleycapitalmanagement.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
- Berkeley Capital Management 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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