Sasser Investment Management, INC.

% of assets managed in Berkeley, CA

SEC registeredNo commissions reported

Call (510) 835-0960 Send a message Map ↗

Public-record details

Address: 2907 Claremont Ave, Suite 220, Berkeley, CA 94705
Phone: (510) 835-0960
Listed under: % of assets managed
CRD number: 110886
Registration: SEC registered since 2021-07-29
Compensation (Form ADV 5.E): Percentage of assets under management; Other (3rd Party Compensation Is Received for Trust Deed Investments.)
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Portfolio management for individuals/small businesses
Regulatory assets under management: $120.1 million
Accounts managed: 119
Clients reported (Form ADV 5.D): 119
Individual / high-net-worth clients: 0 / 119
Employees: 3
Other business activities (Form ADV 6.A): Also active as: real estate broker/agent
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-04-01

SEC registered investment adviser, CRD 110886, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 110886 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Berkeley

Affinity Capital Advisors LLC825 Page Street · Berkeley, CA 94710 · (510) 984-0261 · Hourly feesCRD 166226 · % of assets, Hourly charges, Fixed fees · $851.3 million AUMSEC registeredNo commissions reported Blume Capital Management, INC.1708 Shattuck Ave. · Berkeley, CA 94709 · (510) 549-3534 · Financial planningCRD 111768 · % of assets, Hourly charges, Fixed fees · $856.6 million AUMSEC registeredNo commissions reported Clayton Partners LLC3160 College Avenue, Suite 203 · Berkeley, CA 94705 · (415) 296-5070 · % of assets managedCRD 127546 · % of assets, Performance-based fees · $172.0 million AUMSEC registeredNo commissions reported Elmwood Wealth Management2027 Fourth Street, Suite 203 · Berkeley, CA 94710 · (510) 858-2722 · Financial planningCRD 165639 · % of assets, Hourly charges, Fixed fees · $477.9 million AUMSEC registeredNo commissions reported North Berkeley Wealth Management, LLC1995 El Dorado Ave · Berkeley, CA 94707 · (510) 528-5820 · Financial planningCRD 136431 · % of assets, Hourly charges, Fixed fees · $829.8 million AUMSEC registeredNo commissions reported Ro2 Wealth2991 Sacramento St, Unit # 177 · Berkeley, CA 94702 · (510) 423-3203 · Financial planningCRD 335232 · Hourly charges, Fixed fees · $2.1 million AUMState registeredNo commissions reported Topel & Distasi Wealth Management, LLC2907 Claremont Avenue, Suite 111 · Berkeley, CA 94705 · (510) 898-1270 · Financial planningCRD 285538 · % of assets, Hourly charges, Fixed fees · $312.1 million AUMSEC registeredNo commissions reported Willow Grove Advisors, LLC1919 Addison St, Suite 101 · Berkeley, CA 94704 · (510) 705-1693 · Financial planningCRD 151993 · % of assets, Hourly charges · $369.8 million AUMSEC registeredNo commissions reported

All 9 in Berkeley →