A complete list of active advisors currently associated with Dale K. Ehrhart, Inc.

Warmer can help you find a great advisor at Dale K. Ehrhart, Inc. or one who fits your needs even better.

Dale K. Ehrhart, Inc. provides investment management to individuals (including high‑net‑worth clients), corporations, charitable organizations, and other registered investment advisers through three operating divisions: a Family Office (with a stated minimum account size of $50 million), a TAMP that delivers back‑office and model portfolio services to independent RIAs, and a Private Client division. The firm’s services center on ongoing portfolio management and the provision of model strategies to third‑party advisers. DKE documents client objectives in an Investment Policy Statement and uses fundamental analysis alongside a diversified mutual fund and ETF approach grounded in Modern Portfolio Theory and the Efficient Market Hypothesis for its core strategies. It also employs more active techniques — including short‑term trading, margin (borrowing) transactions, and options writing — and typically seeks discretionary trading authority to implement and monitor client accounts. Notable distinctions include the Family Office division with a $50 million minimum and the firm’s role as a TAMP and model provider to other advisers, resulting in a mix of discretionary AUM and a substantial amount classified as Assets Under Advisement. The firm’s brochure does not present standalone financial planning as a primary service, and it discloses limited custody practices (fee deduction and standing letters of authorization) and acceptance of non‑discretionary accounts on a case‑by‑case basis.

To learn more about the advisors currently working at Dale K. Ehrhart, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.