Ervin Investment Management
Firm details
- Headquarters
- ,
- CRD number
- 299739
- Registered since
- January 29, 2019
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI95.43%
- Individuals4.57%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Ervin Investment Management is an independent SEC-registered RIA formed as an LLC in 2019 and owned by an individual principal. The firm focuses on portfolio management for individuals and small businesses, serving an individual-and-family client base. Its charges include a percentage-of-assets fee schedule alongside hourly billing for certain services. Ervin does not position itself as an ESG-focused manager or a pension consultant, and it is not described as a capital allocator or related 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 Equities60%
- US Government Bonds22%
- Public Funds/Mutual Funds15%
- Cash & Cash Equivalents3%
Contacts
3 of 3Daniel Ervin
IARCRD 6900021
John Ervin
ManagerCRD 6906190
John Reis
Investment Advisor RepresentativeCRD 2441554
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 17Active vs passive
$72.9M in ETFs
100%
$72.9M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 1500(R) COMPOSITE STOCK MARKET ETF (SPTM) | State Street | Passive | Large Blend | $15.3M | 168,556 | 20.98% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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