|
⚲
|
| Ebert Capital Management Inc
✚
|
|
|---|---|
| CRD # | 155169 |
| SEC # | 801-136176 |
| CIK # | 0002102530 |
| AUM | $116.3 M (2026-05-11) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 707-407-3813 |
| Address | 530 F Street Eureka, CA 95501 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 173 | 77.8 |
| (b) Individuals (high net worth individuals) | 5 | 32.9 |
| (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 | 6 | 5.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 3 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 465 | 116.3 |
| By Discretionary | ||
| Discretionary | 465 | 116.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 465 | 116.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 116.3 | |
| Total | 465 | 116.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002102530] |
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|---|---|---|
|
Integra Wealth LLC
✚
|
TN | 0.1 |
|
Luna Capital Management LLC
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|
CA | 0.1 |
|
Sturman Wealth Advisors LLC
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|
VA | 0.1 |
|
Asset Strategy Retirement Plan Consultants LLC
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PA | 0.1 |
|
Greenskeeper Asset Management Inc
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0.1 | |
|
First Light Wealth Advisors LLC
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|
NJ | 0.1 |
|
Jaffe Asset Management LLC
✚
|
CA | 0.1 |
|
Columbia Benefits LLC
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|
CO | 0.1 |
|
Santa FE Advisors LLC
✚
|
NM | 0.1 |
|
Sacajawea & Company LLC
✚
|
0.1 |