Berla Investment Consulting
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 69
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 65 | — | — |
| Pension and profit sharing plans | 3 | — | — |
| Charitable organizations | 1 | — | — |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Central California Ibew Neca Profit Sharing Plan Board Of Trustees, Central California Ibew Neca | 2024 | |
| Cse Insurance Services 401(k) Plan Cse Insurance Services, Inc | 2024 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| George Alexander Berla | Sole Proprietor, Chief Compliance Officer | CFA | Jul 1984 (42y) | 75% or more |
| Corey Robert Berla | Registered representative | CFA | Jan 2026 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Central California Ibew Neca Profit Sharing Plan | Board Of Trustees, Central California Ibew Neca | 477 | $75.7M | 01/01/2024 |
| Cse Insurance Services 401(k) Plan | Cse Insurance Services, Inc | 47 | $23.8M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/18/2026 | 893 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Hourly charges
- • Fixed fees
Services
- • Pension consulting services
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 18, 2026.
View current Form ADV (SEC/IAPD) ↗