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⚲
|
| Keyboard |
| Dale K Ehrhart Inc
✚
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|
|---|---|
| CRD # | 35971 |
| SEC # | 801-13542 |
| CIK # | |
| AUM | 648.8 M (2026-03-29) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 941-485-8220 |
| Address | 100 W Venice Ave Venice, FL 34285 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 22 | 6.6 |
| (b) Individuals (high net worth individuals) | 92 | 494.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 2.5 |
| (h) Charitable organizations | 11 | 47.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 98.0 |
| (n) Other | 0 | 0.0 |
| Total | 309 | 648.8 |
| By Discretionary | ||
| Discretionary | 269 | 582.6 |
| Non-Discretionary | 40 | 66.1 |
| Total | 309 | 648.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 648.8 | |
| Total | 309 | 648.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.8B |
| Serves | Institutional, Retail, Research |
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