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| Ebert Capital Management Inc
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|---|---|
| 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 ($M) |
|---|
| CIK | Period |
|---|---|
| 0002102530 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 21.5 | ||
| Alphabet Inc | 7.7 | ||
| Microsoft Corp | 5.8 | ||
| Amazon Com Inc | 5.4 | ||
| Costco Wholesale Corp /NEW | 3.9 | ||
| Fair Isaac Corp | 3.9 | ||
| Lilly Eli & Co | 2.6 | ||
| Visa Inc | 2.5 | ||
| Apple Inc | 2.0 | ||
| Netflix Inc | 2.0 | ||
| Facebook Inc | 1.6 | ||
| Broadcom Inc | 1.5 | ||
| Mastercard Inc | 1.5 | ||
| Alphabet Inc | 0.9 | ||
| McGraw-Hill Companies Inc | 0.7 | ||
| MSCI Inc | 0.5 | ||
| SPDR Gold Trust | 0.5 | ||
| ServiceNow Inc | 0.4 | ||
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| 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] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Integra Wealth LLC
✚
|
TN | 116.5 M |
|
Luna Capital Management LLC
✚
|
CA | 116.4 M |
|
Sturman Wealth Advisors LLC
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VA | 116.4 M |
|
Asset Strategy Retirement Plan Consultants LLC
✚
|
PA | 116.4 M |
|
Greenskeeper Asset Management Inc
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|
116.3 M | |
|
First Light Wealth Advisors LLC
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|
NJ | 116.3 M |
|
Jaffe Asset Management LLC
✚
|
CA | 116.2 M |
|
Columbia Benefits LLC
✚
|
CO | 116.2 M |
|
Santa FE Advisors LLC
✚
|
NM | 116.1 M |
|
Sacajawea & Company LLC
✚
|
116.1 M |