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ERVIN INVESTMENT MANAGEMENT

ERVIN INVESTMENT MANAGEMENT, LLC

CRD 299739 · SEC 801-114584

Corporate platformLLC

Large incorporated asset manager or corporate group — typically not a local adviser team.

CA, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$269.9M

Discretionary AUM

$268.2M

Team

3 total employees; 3 advisory reps; 1 broker-dealer reps

Clients

—

Fees

Percentage of AUM; Hourly charges

Org form

Limited Liability Company

Filing date

2026-03-27

Disciplinary history

No

Verify reputation

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  • SEC IAPD →

    Investment Adviser Public Disclosure — Form ADV filings, disciplinary history, and registration details from the SEC.

  • FINRA BrokerCheck →

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  • Better Business Bureau →

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Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals43$12.3M
High net worth individuals55$257.5M

States served

CA, WA

Official SEC filing: View on IAPD