PPrivate Fund Data Log in Join · $37/mo

Ebert Capital Management Inc.

● SEC registered since 2026CRD 155169SEC# 801-136176Eureka, CA
Export (members)
Reg. AUM
$116.3M
Employees
3
Accounts
465
Location
Eureka, CA

Ebert Capital Management Inc. assets under management

Ebert Capital Management Inc. is an investment advisory firm registered with the SEC based in Eureka, CA. The firm has been registered since 2026. It reports $116.3 million in regulatory assets under management and employs 3 people.
www.ebertcapital.comView on SEC.gov ↗

Ebert Capital Management Inc. owners & executives

1 reported
NameTitleOwnershipSince
Benjamin Alan Ebert ControlCeo, CcoOver 75%2010

Frequently asked questions

How much does Ebert Capital Management Inc. manage?

Ebert Capital Management Inc. reports $116.3 million in regulatory assets under management on its Form ADV.

How many employees does Ebert Capital Management Inc. have?

Ebert Capital Management Inc. reports 3 employees.

Where is Ebert Capital Management Inc. located?

Ebert Capital Management Inc. is based in Eureka, CA and has been SEC-registered since 2026.

Does Ebert Capital Management Inc. disclose fund performance?

Ebert Capital Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address530 F Street, Eureka, CA 95501
Phone707-407-3813
Office hours9a.m. - 4p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$116.3M
Non-discretionary$0
Total (RAUM)$116.3M