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| Keyboard |
| Erben Associates LLC
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|---|---|
| CRD # | 148703 |
| SEC # | 801-114578 |
| CIK # | |
| AUM | 402.5 M (2026-03-25) |
| Employees | 10 (100% Investors, 90% Brokers) |
| Fees | |
| Minimum | |
| Phone | 512-402-0250 |
| Address | 300 Beardsley Lane, Bldg D Austin, TX 78746 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 21 | 20.1 |
| (b) Individuals (high net worth individuals) | 52 | 104.6 |
| (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 | 0 | 0.0 |
| (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 | 55 | 277.7 |
| (n) Other | 0 | 0.0 |
| Total | 957 | 402.5 |
| By Discretionary | ||
| Discretionary | 957 | 402.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 957 | 402.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 402.5 | |
| Total | 957 | 402.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 28 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Hidden Cove Wealth Management LLC
✚
|
WA | 403.5 M |
|
TFR Capital LLC
✚
|
TX | 403.1 M |
|
Legacy Investment Partners LLC
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KS | 403.1 M |
|
Carnegie Lake Advisors LLC
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|
LCM Capital Management Inc
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IL | 403.0 M |
|
Henry James International Management Inc
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|
BCI Securities Inc
✚
|
FL | 402.2 M |
|
Proathlete Wealth Management LLC
✚
|
FL | 402.2 M |
|
Anderson Financial Strategies LLC
✚
|
OH | 402.1 M |
|
Silver Coast Investments LLC
✚
|
CA | 401.6 M |