EBER CAPITAL MANAGEMENT
Firm details
- Headquarters
- CORAL GABLES, Florida
- CRD number
- 108337
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI80.15%
- Individuals15.85%
- Pension & Profit Sharing Plans4%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Eber Capital Management is a small, equity-focused advisory firm organized as a corporation and owned by an individual. The firm’s stated business activity centers on portfolio management for individuals and small businesses, with a client mix that also includes some institutional relationships. Its advisory model is fee-based, charging a percentage of assets under management, and the practice operates with fully discretionary authority across its reported assets. Investment activity is heavily tilted toward publicly traded equities. The firm shows a clear preference for exchange-traded instruments as the primary vehicle for client exposure, using separately managed account structures and listed securities to construct client portfolios. Eber Capital Management does not identify itself as an active ESG investor and does not present as a multi-state advisor.
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 Equities81%
- Cash & Cash Equivalents11%
- US Government Bonds8%
Contacts
1 of 1STEVEN EBER
PresidentCRD 4343704
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CORAL GABLES, FL
MIAMI DADE
Location
CORAL GABLES, FL
Headquartered in CORAL GABLES, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- MIAMI DADE
- Address
- 5915 Ponce de Leon Blvd
- Time zone
- ET (UTC-5)
- Office locations
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