EBER CAPITAL MANAGEMENT

RIASEC Registered
Total AUM
$90.4M
Discretionary
$90.4M
100% of AUM
Avg account
$1.6M
Accounts
58
Employees
1
Advisory reps
1

Firm details

Headquarters
CORAL GABLES, Florida
CRD number
108337
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI80.15%
  • Individuals15.85%
  • Pension & Profit Sharing Plans4%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Eber Capital Management is a small, equity-focused advisory firm organized as a corporation and owned by an individual. The firm’s stated business activity centers on portfolio management for individuals and small businesses, with a client mix that also includes some institutional relationships. Its advisory model is fee-based, charging a percentage of assets under management, and the practice operates with fully discretionary authority across its reported assets. Investment activity is heavily tilted toward publicly traded equities. The firm shows a clear preference for exchange-traded instruments as the primary vehicle for client exposure, using separately managed account structures and listed securities to construct client portfolios. Eber Capital Management does not identify itself as an active ESG investor and does not present as a multi-state advisor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 81%, Cash & Cash Equivalents 11%, US Government Bonds 8%81%
  • Exchange Traded Equities81%
  • Cash & Cash Equivalents11%
  • US Government Bonds8%

Contacts

1 of 1
  • STEVEN EBER

    PresidentCRD 4343704

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CORAL GABLES, FL

MIAMI DADE

Location

CORAL GABLES, FL

Headquartered in CORAL GABLES, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
5915 Ponce de Leon Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth