EBH Financial, Inc.

Overview

EBH Financial, Inc. is an independent, owner-operated registered investment adviser focused on serving individual and family clients with financial planning and portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and runs discretionary relationships across the book, suggesting direct day-to-day control of client portfolios. EBH shows a clear preference for equities, using exchange-traded stocks and ETFs as the primary building blocks of client portfolios while complementing those positions with mutual funds and allocations to real estate through third-party managers. The adviser appears to run customized separately managed account (SMA) strategies alongside pooled mutual fund positions, which supports tax-aware implementation and customization for clients. EBH does not identify as an ESG-focused adviser and is not multi-state registered, signaling a regional or single-state operating footprint and a conventional investment approach rather than one built around ESG mandates.

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Public Holdings

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Location & Offices