Ebert Capital Management Inc.
Firm details
- Headquarters
- Eureka, California
- CRD number
- 155169
- Registered since
- May 4, 2026
- Website
- www.ebertcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals66.9%
- HNWI28.31%
- Pension & Profit Sharing Plans4.52%
- Corporations / Businesses0.27%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Ebert Capital Management Inc. is an independent, individually owned registered investment adviser that provides financial planning and portfolio management for individuals, small businesses, and institutions. The firm is SEC-registered (registration year 2026) and charges clients primarily as a percentage of assets under management, with the option of hourly fees for certain services. Service offerings emphasize personalized advisory work rather than acting as a capital allocator or pension consultant. The firm does not identify as an active ESG investor and is not classified as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- Public Funds/Mutual Funds38%
- Cash & Cash Equivalents10%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
1 of 1
Benjamin Ebert
CEOCRD 5810899
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 13Active vs passive
$67.3M in ETFs
99%
$66.5M
1%
$808K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL) | State Street | Passive | Ultrashort Bond | $19.6M | 214,227 | 29.16% |
Location
Eureka, CA
Humboldt
Location
Eureka, CA
Headquartered in Eureka, CA, in the West of the United States.
- Region
- West
- County
- Humboldt
- Address
- 530 F St
- Time zone
- PT (UTC-8)
- Office locations
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