Ryan Peschka
Berkeley Capital Management · Ellsworth, Kansas
Ryan Peschka is a fee-only financial advisor at Berkeley Capital Management in Ellsworth, Kansas. Ryan 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 4924305 |
| Exams passed | Series 65 (2008) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.berkeleycapitalmanagement.com |
How Ryan'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 Ryan
Is Ryan Peschka a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ryan 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 Ryan charge for financial advice?
Ryan's firm, Berkeley Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Ryan Peschka based?
Ryan Peschka is based in Ellsworth, Kansas.
What does Ryan specialize in?
Ryan's specialties include retirement planning and small business owners. Ryan works with pre-retirees.
Is Ryan Peschka registered with the SEC?
Yes. Ryan Peschka is registered as an investment adviser representative in KS and TX (CRD 4924305), 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 Ryan Peschka?
Through Ryan'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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