EBERT CAPITAL MANAGEMENT INC.
  • EBERT CAPITAL MANAGEMENT INC.

Adviser Profile

As of Date 05/11/2026
Registration SEC, Approved, 05/04/2026
Other registrations (2)
Former registrations

EBERT CAPITAL MANAGEMENT INC.

ADV Location EUREKA, CA, United States
Contact Info 707 xxxxxxx
Websites
AUM* 116,304,266
of that, discretionary 116,304,266
Number of Employees 3
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 250,117
% High Net Worth 2.67%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Reported AUM

116M 100M 83M 66M 50M 33M 17M
2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees