Ebert Capital Management Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$110,738,959
This total excludes 9 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
178
3% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
178
Very HighAverage account size
$622,129
About
Ebert Capital Management is a fee-only registered investment adviser managing roughly $116 million that offers discretionary investment management, financial planning, retirement plan consulting (including 401(k) and profit‑sharing plan services), and tax preparation and representation services. The firm serves individual and high‑net‑worth clients and also provides services to corporations, trusts, pension and profit‑sharing plans, and other financial advisers.
The firm describes a growth‑oriented investment approach that combines proprietary equity strategies focused on high‑quality, long‑term holdings with diversified ETF‑based model portfolios intended to reduce volatility and support long‑term growth. Accounts are managed on a discretionary basis and asset allocation is tailored to each client’s goals, time horizon, and risk tolerance; retirement plan work includes participant education and annual plan review under ERISA guidelines.
Notably, the brochure emphasizes that the firm works with other advisers and institutional plan sponsors and provides tax services to many investment clients—an institutional mix that is less common among firms of this size. The firm also discloses a recent transition to SEC registration, a firm policy not to vote client proxies, and an absence of soft‑dollar arrangements.
Client services
Financial planning
Portfolio management
Occupation focus
Founder/Business Owner
Fee options
$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.50%
Financial planning fees $200 per hour for clients not receiving investment management services.
Account minimum: $250,000 Fee-only: Annual portfolio management fees based on tiered schedule; hourly financial planning fees $200/hour for non-managed clients.
Main office location
Ebert Capital Management Inc.
530 F Street
Eureka CA 95501, United States
Number of offices
1
Most active in
Ebert Capital Management Inc. has reported serving >5 clients in these states in the last 12 months.
California
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 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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
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