Ebert Capital Management Inc.
● SEC registered since 2026CRD 155169SEC# 801-136176Eureka, CA
Reg. AUM
$116.3M
Employees
3
Accounts
465
Location
Eureka, CA
Ebert Capital Management Inc. assets under management
Ebert Capital Management Inc. is an investment advisory firm registered with the SEC based in Eureka, CA. The firm has been registered since 2026. It reports $116.3 million in regulatory assets under management and employs 3 people.
Ebert Capital Management Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin Alan Ebert Control | Ceo, Cco | Over 75% | 2010 |
Frequently asked questions
How much does Ebert Capital Management Inc. manage?
Ebert Capital Management Inc. reports $116.3 million in regulatory assets under management on its Form ADV.
How many employees does Ebert Capital Management Inc. have?
Ebert Capital Management Inc. reports 3 employees.
Where is Ebert Capital Management Inc. located?
Ebert Capital Management Inc. is based in Eureka, CA and has been SEC-registered since 2026.
Does Ebert Capital Management Inc. disclose fund performance?
Ebert Capital Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 530 F Street, Eureka, CA 95501 |
| Phone | 707-407-3813 |
| Office hours | 9a.m. - 4p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$116.3MNo change
Apr '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$116.3Mregulatory AUM
Discretionary $116.3M