Ebert Capital Management Inc.
Firm details
- Headquarters
- Eureka, California
- CRD number
- 155169
- Registered since
- May 4, 2026
- Website
- www.ebertcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals66.9%
- HNWI28.31%
- Pension & Profit Sharing Plans4.52%
- Corporations / Businesses0.27%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Ebert Capital Management Inc. is an independent, privately owned registered investment adviser operating as a corporation. The firm serves both individual and family clients alongside institutional and business accounts, and it bills clients by a percentage of assets under management and by hourly fees. Its advisory services emphasize financial planning and discretionary portfolio management for individuals, small businesses, and larger corporate or institutional clients. Regulatory filings indicate the firm is not positioned as a capital allocator, does not describe itself as an active ESG investor, and does not report multi-state adviser status.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities50%
- Public Funds/Mutual Funds38%
- Cash & Cash Equivalents10%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
1 of 1
Benjamin Ebert
CEOCRD 5810899
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 12Active vs passive
$58.7M in ETFs
100%
$58.7M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $17.9M | 24,245 | 30.41% |
Location
Eureka, CA
Humboldt
Location
Eureka, CA
Headquartered in Eureka, CA, in the West of the United States.
- Region
- West
- County
- Humboldt
- Address
- 530 F St
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Redwood Coast Financial Partners
RIAEureka, CA
Premier Financial Group Inc
RIAEureka, CA
Jaffe Asset Management LLC
RIABeverly Hills, CA
Heckman Financial & Insurance Services, Inc.
RIASan Jose, CA
Luna Capital Management, LLC
RIABurlingame, CA
Orchard City Wealth Management, LLC
RIALos Gatos, CA