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, privately owned registered investment adviser that serves both individual/family and institutional clients. The firm offers financial planning and portfolio management for individuals, small businesses, and institutions, charging fees both as a percentage of assets under management and on an hourly basis. According to the snapshot data, the adviser is SEC-registered with a registration year listed as 2026 and does not present itself as a multi-state or ESG-focused manager. The firm is not identified as a capital allocator and does not report relationships with related advisers or pension consulting services. Its operating model centers on discretionary portfolio management alongside financial planning engagements for clients that vary from retail households to institutional entities.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 1BENJAMIN EBERT
CEOCRD 5810899
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 10Active vs passive
$61.4M in ETFs
100%
$61.4M
0%
$0
| 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 | $19.8M | 216,242 | 32.29% |
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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