Erben Associates, LLC
● SEC registered since 2019CRD 148703SEC# 801-114578Austin, TX
Reg. AUM
$402.5M
Employees
10
Accounts
957
Location
Austin, TX
Erben Associates, LLC assets under management
Erben Associates, LLC is a registered investment adviser overseen by the SEC based in Austin, TX. The firm has been registered since 2019. It reports $402.5 million in regulatory assets under management and employs 10 people.
Erben Associates, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brittany Kathrine Worrell | Chief Compliance Officer & Client Services Manager | Under 5% | 2017 |
| James Beaton Erben Control | Managing Member | Over 75% | 2006 |
Frequently asked questions
How much does Erben Associates, LLC manage?
Erben Associates, LLC reports $402.5 million in regulatory assets under management on its Form ADV.
How many employees does Erben Associates, LLC have?
Erben Associates, LLC reports 10 employees.
Where is Erben Associates, LLC located?
Erben Associates, LLC is based in Austin, TX and has been SEC-registered since 2019.
Does Erben Associates, LLC disclose fund performance?
Erben Associates, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 300 Beardsley Lane, Bldg. D, Suite 200, Austin, TX 78746 |
| Phone | 512-402-0250 |
| Fax | 512-402-0381 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$402.5M▲ 20%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$402.5Mregulatory AUM
Discretionary $402.5M