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EBERT CAPITAL MANAGEMENT INC.
CRD 155169 · SEC 801-136176
530 F STREET, EUREKA, CA, 95501, United States
Phone
707-407-3813
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$116.3M
Discretionary AUM
$116.3M
Team
3 total employees; 1 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-05-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 173 | $77.8M |
| High net worth individuals | 5 | $32.9M |
| Pension/profit sharing plans | 6 | $5.3M |
| Corporations/business entities | 3 | $311K |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD