Ern Financial, LLC
● SEC registered since 2018CRD 297717SEC# 801-113774Middleton, WI
Reg. AUM
$1.15B
Employees
12
Accounts
2,608
Location
Middleton, WI
Ern Financial, LLC assets under management
Ern Financial, LLC is an investment advisory firm registered with the SEC based in Middleton, WI. The firm has been registered since 2018. It reports $1.2 billion in regulatory assets under management and employs 12 people.
Ern Financial, LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eric David Raether Control | President | Under 5% | 2018 |
| Ern Michigan, Inc. Control | Member | 25-50% | 2018 |
| Ern Wisconsin, Inc. Control | Member | 25-50% | 2018 |
See all 8 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Ern Financial, LLC manage?
Ern Financial, LLC reports $1.2 billion in regulatory assets under management on its Form ADV.
How many employees does Ern Financial, LLC have?
Ern Financial, LLC reports 12 employees.
Where is Ern Financial, LLC located?
Ern Financial, LLC is based in Middleton, WI and has been SEC-registered since 2018.
Does Ern Financial, LLC disclose fund performance?
Ern Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8215 Greenway Boulevard, Suite 540, Middleton, WI 53562 |
| Phone | 608-662-9018 |
| Fax | 608-646-7796 |
| Office hours | 8:00- 4:30 |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1768302 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.15B▼ 22%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 30%
Larger than 70% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$1.15Bregulatory AUM
Discretionary $1.08BNon-discretionary $77.7M