EBIS

Overview

Ebis is a small, independent registered investment adviser structured as a corporation and operated by an individual owner. The firm focuses on serving high-net-worth individuals and families, offering a blend of financial planning and discretionary portfolio management alongside educational content and adviser selection services. Its stated advisory activities include financial planning, portfolio management for individuals and small businesses, pension consulting services, publication of periodicals or newsletters, and educational seminars/workshops. Investment practice tilts toward equities: the firm’s filings show a clear preference for exchange-traded securities as the dominant asset class. Ebis functions as a capital allocator in that it blends internally managed equity exposure with third‑party mutual funds and allocations to alternative strategies such as real estate and managed futures. Fee arrangements are flexible—percentage of AUM, hourly, and fixed fees—allowing the firm to tailor pricing across planning engagements and ongoing discretionary mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices