E
Ebbert Asset Management, Lp
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,051,668
Total clients
9
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
9
Average account size
$116,852
About
Ebbert Asset Management, LP provides personalized investment management and financial planning to individuals and small businesses as a fee-only registered investment adviser. The firm manages approximately $1.05 million in discretionary assets for nine clients and offers asset-based portfolio management along with hourly planning engagements.
The firm typically operates under discretionary authority with limited power of attorney and invests primarily in equities through discount brokerages, using both fundamental and technical analysis. Its stated investment approach emphasizes market timing and active strategies that can include short-term trading, short sales, options and inverse ETFs, with quarterly account reviews and more frequent adjustments when market conditions dictate.
A distinctive feature is the firm’s close affiliation with an accounting practice: the principal also practices as a CPA/PFS/EA, provides tax representation, and is a licensed insurance agent, arrangements the brochure discloses as potential conflicts of interest. The integration of investment management with tax and insurance services, and the firm’s small client base and single-adviser structure, are uncommon among peers and are addressed through disclosure and client options to obtain recommended products from unaffiliated providers.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Concentrated stock management
Tax-loss harvesting
Occupation focus
Self-Employed
Fee options
$0+: 0.50% +: 2.50%
$250 per hour for hourly planning engagements.
Account minimum: $500,000 Fee-only: Firm is strictly fee-only; does not accept commissions or finder's fees.
Main office location
Ebbert Asset Management, Lp
9815 Cogdill Rd, Suite 1
Knoxville TN 37932, United States
Number of offices
1
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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