Dale K. Ehrhart, Inc.
● SEC registered since 1978CRD 35971SEC# 801-13542Venice, FL
Reg. AUM
$648.8M
Employees
6
Accounts
309
Location
Venice, FL
Dale K. Ehrhart, Inc. assets under management
Dale K. Ehrhart, Inc. is a registered investment adviser overseen by the SEC based in Venice, FL. The firm has been registered since 1978. It reports $648.8 million in regulatory assets under management and employs 6 people.
Dale K. Ehrhart, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bonnie Brown Hartley | Secretary/Treasurer | 5-10% | 2017 |
| Michael Thomas Hartley Control | Ceo / Owner | Over 75% | 2003 |
| Michael Warren Hartley | President / Chief Compliance Officer | 5-10% | 2017 |
Frequently asked questions
How much does Dale K. Ehrhart, Inc. manage?
Dale K. Ehrhart, Inc. reports $648.8 million in regulatory assets under management on its Form ADV.
How many employees does Dale K. Ehrhart, Inc. have?
Dale K. Ehrhart, Inc. reports 6 employees.
Where is Dale K. Ehrhart, Inc. located?
Dale K. Ehrhart, Inc. is based in Venice, FL and has been SEC-registered since 1978.
Does Dale K. Ehrhart, Inc. disclose fund performance?
Dale K. Ehrhart, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 100 W Venice Ave, Suite G, Venice, FL 34285 |
| Phone | 941-485-8220 |
| Fax | 941-488-8465 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$648.8M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 42%
Larger than 58% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$648.8Mregulatory AUM
Discretionary $582.6MNon-discretionary $66.1M