Ervin Investment Management

Overview

Ervin Investment Management is an SEC-registered, LLC investment adviser that focuses on portfolio management for individuals and small businesses. The firm, founded in 2019 and owned by an individual, runs a traditional fee model that combines a percentage of assets under management with the option for hourly charges. Investment activity is tilted toward publicly traded equities, executed primarily through exchange-traded instruments, and the adviser does not market itself as an ESG-focused manager. Advisory work is centered on discretionary management — the firm manages most client portfolios on a discretionary basis and appears to run separately managed account-style solutions for wealthier clients. Ervin’s approach uses concentrated public equity positions alongside exchange-traded exposure to control liquidity and tradeability. The firm also supplements equity allocations with mutual funds and a commodity exposure as an alternative sleeve, suggesting they mix passive and active instruments to implement macro and tactical views. Custodial and trading activity is concentrated at Charles Schwab & Co., Inc., which holds the bulk of client assets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices