Ervin Investment Management, LLC
● SEC registered since 2019CRD 299739SEC# 801-114584
Reg. AUM
$269.9M
Employees
3
Accounts
324
Location
—
Ervin Investment Management, LLC assets under management
Ervin Investment Management, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2019. It reports $269.9 million in regulatory assets under management and employs 3 people.
Ervin Investment Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Jesse Ervin Control | Managing Member | 50-75% | 2018 |
| John Robert Ervin Control | Chief Compliance Officer And Managing Member | 50-75% | 2018 |
Frequently asked questions
How much does Ervin Investment Management, LLC manage?
Ervin Investment Management, LLC reports $269.9 million in regulatory assets under management on its Form ADV.
How many employees does Ervin Investment Management, LLC have?
Ervin Investment Management, LLC reports 3 employees.
Does Ervin Investment Management, LLC disclose fund performance?
Ervin Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 206-495-9957 |
| Fax | 206-260-3413 |
| Office hours | M-Th: 6:00-7:30 a.m., 1:30 - 3:30 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1907802 |
| Discloses disciplinary history | No |
Regulatory AUM
$269.9M▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$269.9Mregulatory AUM
Discretionary $268.2MNon-discretionary $1.7M