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DALE K. EHRHART, INC.
CRD 35971 · SEC 801-13542
100 W VENICE AVE, SUITE G, VENICE, FL, 34285, United States
Phone
941-485-8220
Fax
941-488-8465
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$648.8M
Discretionary AUM
$582.6M
Team
6 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-29
Disciplinary history
Yes
Services
Portfolio management (individuals)Portfolio management (institutions)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 22 | $6.6M |
| High net worth individuals | 92 | $494.6M |
| Pension/profit sharing plans | 3 | $2.5M |
| Charitable organizations | 11 | $47.1M |
| Corporations/business entities | 11 | $98.0M |
States served
CA, DE, GA, KS, LA, MA, NY, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD