Ebert Capital Management Inc.

Ebert Capital Management Inc. (CRD# 155169) is a financial advisory firm headquartered in Eureka, CA. They manage $19,105,000 in 180 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    180
    ACCOUNTS
  • Average Account Value
    $106,139
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Ebert Capital Management Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Benjamin A. Ebert
CRD#: 5810899
530 F Street, Eureka, CA 95501
93
Wealthminder
score

Benjamin Ebert (CRD# 5810899) is an Investment Advisor Representative working at Ebert Capital Management Inc. in Eureka, CA and has over 6 years of experience in the finance industry.

2
Tristan A. Caswell
CRD#: 6559440
530 F Street, Eureka, CA 95501
87
Wealthminder
score

Tristan Caswell (CRD# 6559440) is an Investment Advisor Representative working at Ebert Capital Management Inc. in Eureka, CA and has 1 year of experience in the finance industry.

3
Jason Osburn
CRD#: 6357857
530 F Street, Eureka, CA 95501
87
Wealthminder
score

Jason Osburn (CRD# 6357857) is an Investment Advisor Representative working at Ebert Capital Management Inc. in Eureka, CA and has 1 year of experience in the finance industry.

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