Venice, FL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Dale K. Ehrhart, Inc.
Team
Firm-wide stats for Dale K. Ehrhart, Inc.
Clients per advisor
29 Very LowAvg AUM per client
$4,396,873 Very HighHNW client ratio
81% Very HighAbout
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.
Based on Dale K. Ehrhart, Inc.
Expertise
Based on Dale K. Ehrhart, Inc.
Location
101 W. Venice Ave., #22
Venice FL 34275
Advisors at this office
3
Advisors at this office
Zachery J
Series 65
Venice, FL
Dale K. Ehrhart, Inc.
Zachery Jaggi is a financial advisor at Dale K. Ehrhart, Inc. with one year of industry experience. He holds a Series 65 designation and has previously worked at Fifth Third and Truist. Prior to his financial services career, he spent nine years at Perkins Restaurant and Bakery. Dale K. Ehrhart, Inc. serves individuals, high-net-worth clients, corporations, charitable organizations, and registered investment advisers through its Family Office, Private Client division, and TAMP. The firm manages most accounts on a discretionary basis using fundamental analysis and diversified mutual fund and ETF strategies, and it employs a range of trading techniques including margin and options.
Michael H
Series 63, Series 65
Venice, FL
Dale K. Ehrhart, Inc.
Michael Hartley is a financial advisor with Dale K. Ehrhart, Inc. in Venice, FL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Dale K. Ehrhart, Inc. since 1987. Outside of his advisory role, he is involved with The Venice Company, a real estate management partnership. Dale K. Ehrhart, Inc. serves individuals, high-net-worth clients, corporations, charitable organizations, and other registered investment advisers through its Family Office, Private Client division, and TAMP. The firm provides discretionary and non-discretionary portfolio management, builds client-specific Investment Policy Statements, and uses a diversified approach grounded in Modern Portfolio Theory and the Efficient Market Hypothesis, incorporating a range of trading techniques including margin and options strategies.
Michael H
Series 65
Venice, FL
Dale K. Ehrhart, Inc.
Michael Hartley is a Series 65-licensed financial advisor with Dale K. Ehrhart, Inc. in Venice, FL, where he has worked for a total of 23 years. His experience spans from 2003 to the present within the same firm, which operates as a team of four advisors. Dale K. Ehrhart, Inc. serves individuals, high-net-worth clients, corporations, charitable organizations, and registered investment advisers through its Family Office, Private Client division, and TAMP platform. The firm emphasizes client-specific Investment Policy Statements, discretionary portfolio management, and a diversified investment approach using fundamental analysis, mutual funds, ETFs, and more advanced trading strategies including options and margin.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)