Berkeley Capital Partners, an independent hybrid financial advisory firm based in Norcross, Ga., has moved to the Triad Advisors broker-dealer and hybrid RIA multi-custodial platform, Triad announced Wednesday.
Berkeley has $350 million in client assets. The firm offers financial planning and investment management to individuals, businesses and institutions. Triad Advisors is an independent broker-dealer that supports independent hybrid financial advisory practices and registered investment advisory firms.