Kera Capital Partners, Inc.
- Regulatory AUM
- $1.4B
- Discretionary
- $1.3B
- Clients
- 329
- Avg AUM / client
- $4.1M
- Accounts
- 1,045
- Employees
- 13
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 28 | $6.5M | 0.48% |
| High net worth individuals | 282 | $1.2B | 85.0% |
| Pooled investment vehicles (non-investment companies) | 6 | $22.7M | 1.67% |
| Charitable organizations | Fewer than 5 | $78.5K | 0.01% |
| Corporations and other businesses | 13 | $175M | 12.8% |
Private funds (6)
Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $12.6M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Kera Ventures Iii, Llc | Other Private Fund | Delaware | $9.2M | 22 |
| Kera Ventures Ii, Llc | Other Private Fund | Delaware | $1.0M | 19 |
| Kera Ventures Vi Llc | Other Private Fund | Delaware | $1.0M | 11 |
| Kera Ventures Iv, Llc | Other Private Fund | Delaware | $634K | 15 |
| Kera Ventures I, Llc | Other Private Fund | Delaware | $500K | 19 |
| Kera Ventures V, Llc | Other Private Fund | Delaware | $321K | 31 |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bryan Buchert | Shareholder / Cco | CFP | Feb 2021 (6y) | 10% – 25% |
| G Woon Choe | Shareholder | Feb 2021 (6y) | 25% – 50% | |
| Michael Patrick Mc Cabe | Shareholder | Feb 2021 (6y) | 25% – 50% | |
| Henry Hien Phan | Registered representative | Mar 2021 (5y) | ||
| Jadon Alexander Dailey | Registered representative | Apr 2022 (4y) | ||
| Matthew Joseph Komer | Registered representative | Sep 2022 (4y) | ||
| Vincci Won Che Ma | Registered representative | Sep 2022 (4y) | ||
| Jeffrey Spagnola | Registered representative | Aug 2024 (2y) | ||
| Cary M Allison | Registered representative | Jan 2025 (2y) | ||
| Helena Sandoval | Registered representative | Jan 2025 (2y) | ||
| Scott M Allison | Registered representative | Jan 2025 (2y) | ||
| Brandon Kenji Lew | Registered representative | Mar 2026 (0y) |
Undisclosed: 0% – 40% 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.
Private funds (6, $12.6M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Kera Ventures Iii, Llc | Other Private Fund | $9.2M | $25.0K | 22 |
| Kera Ventures Ii, Llc | Other Private Fund | $1.0M | $25.0K | 19 |
| Kera Ventures Vi Llc | Other Private Fund | $1.0M | $50.0K | 11 |
| Kera Ventures Iv, Llc | Other Private Fund | $634K | $50.0K | 15 |
| Kera Ventures I, Llc | Other Private Fund | $500K | $25.0K | 19 |
| Kera Ventures V, Llc | Other Private Fund | $321K | $100K | 31 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/13/2026 | 2.47 MB | 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
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $656M (48% of AUM) Jul 2026
- Fidelity Brokerage Services $652M (48% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 13, 2026.
View current Form ADV (SEC/IAPD) ↗