E

Ebquant, LLC

Updated today

Client assets under management

$23,121

Clients

0

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

0

Very Low

Average account size

About

EBQuant provides ongoing portfolio management and financial planning to a mix of clients that includes institutional clients, high‑net‑worth individuals, and individual clients (including non‑high‑net‑worth individuals). The firm creates an Investment Policy Statement for each client and offers discretionary and non‑discretionary investment supervisory services tailored to clients’ goals, time horizons, tax status and risk tolerance.

The firm’s investment process blends fundamental, technical, and cyclical analysis and can be applied across strategic and tactical time frames. Implementation may include short‑term trading, margin, short sales for hedging, covered options strategies, and the use of leveraged or inverse ETF/ETNs, and EBQuant may allocate portions of portfolios to third‑party sub‑advisors under its discretionary authority.

Distinctive features include a very small reported asset base (roughly twenty‑one thousand dollars) and a hybrid client focus that pairs institutional‑style management with one‑time and ongoing financial planning for individuals. Management also discloses outside business activities—including pooling capital for a laundromat venture and bookkeeping/tax services—and notes these relationships are disclosed and subject to non‑solicitation to mitigate potential conflicts.

Client services

Financial planning Portfolio management

Expertise

Options & derivatives strategies Active portfolio management

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Fee options

Fixed

Financial planning fees typically range from $1,500 to $5,000 per plan

Percentage

1.0% annually

Project-based

$150 to $500 per hour

Main office location

Ebquant, LLC

Houston TX, United States

Number of offices

1

Most active in

Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

John G

Series 65

Houston, TX

Ebquant, LLC

John Geralt is a financial advisor at EBQuant, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at firms including Tong Management Group, Juniper Networks, Wolters Kluwer, and Hewlett Packard Corp. Outside of his advisory role, he serves as an executive recruiter for Juniper Networks and provides bookkeeping and tax consulting services through Tong Management Group. EBQuant offers portfolio management and financial planning services to institutional clients, high-net-worth individuals, and others. The firm employs a blend of fundamental, technical, and cyclical analysis and provides both discretionary and non-discretionary investment supervisory services tailored to client goals and risk tolerance.

Options & derivatives strategies Active portfolio management
user avatar

Ryan T

Series 65

Houston, TX

Ebquant, LLC

Ryan Tong is a financial advisor at Ebquant, LLC with four years of industry experience. He holds a Series 65 designation and concurrently serves as Senior Data Scientist for Wal-Mart and CIO/CTO of Bitquant Capital, where he focuses on pooling investment capital for the laundromat business. Tong is also the founder of Tong Management Group, a bookkeeping and tax consulting firm, and provides investment consulting through Clarity.fm. Ebquant, LLC offers ongoing portfolio management and financial planning services to institutional clients, high-net-worth individuals, and non–high-net-worth individuals. The firm develops Investment Policy Statements tailored to clients’ objectives and employs a combination of fundamental, technical, and cyclical analysis across strategic and tactical time frames.

Options & derivatives strategies Active portfolio management
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