Kera Capital is a privately held multi-family office and registered investment adviser headquartered in San Jose, California. The firm provides discretionary wealth management in a fiduciary capacity to entrepreneurs, families, and companies, with over $1.36 billion in assets under management. It ranked in the top 2 per cent of over 16,000 firms evaluated in Newsweek's 2026 list of America's Top Financial Advisory Firms, achieving a 5-star ranking.
The firm's service offering spans discretionary wealth management, institutional investment management, concentrated stock and pre-liquidity planning, tax strategy and trust planning, corporate cash management, family office services, and philanthropy and impact advisory. It positions itself as a single point of contact for clients' financial needs, consolidating functions that might otherwise require multiple advisers.
Kera Capital is 100 per cent employee-owned and describes its culture as combining small-firm accessibility with institutional-calibre expertise. Its geographic presence extends across the San Francisco Bay Area, Sacramento, Granite Bay, Bend, Mesa, Park City, and Chicago.
