DALE K. EHRHART, INC.

RIASEC RegisteredEst. 1978

Total AUM

$649M

Discretionary

$583M

90% of AUM

Avg account

$2.1M

Accounts

309

Employees

Advisory reps

Firm details

Headquarters: VENICE, Florida
CRD number: 35971
Registered since: February 17, 1978
Website: www.dkefamilyoffice.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI76.24%
Corporations / Businesses15.1%
Charitable Organizations7.25%
Individuals1.02%
Pension & Profit Sharing Plans0.38%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Dale K. Ehrhart, Inc. is a small, privately owned advisory firm that focuses on fee-based portfolio management for individual and family clients alongside business and institutional accounts. The firm operates under a mix of percentage-of-AUM and fixed-fee billing and provides ongoing discretionary portfolio management as well as non-discretionary advisory services and educational seminars. Investment activity centers on pooled public vehicles—primarily mutual funds and other public funds—while the firm also allocates to third‑party real estate managers to gain alternative exposure. Dale K. Ehrhart, Inc. is not positioned as an ESG-focused or multi-state adviser and does not present itself as a capital allocator.