A complete list of active advisors currently associated with Ebert Capital Management Inc.

Warmer can help you find a great advisor at Ebert Capital Management Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Ebert Capital Management Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.