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 provides fee-only investment management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, corporate clients, and other advisory firms. The firm manages portfolios on a discretionary basis and also offers retirement-plan consulting and participant education for 401(k) and profit-sharing plans. The firm follows a growth-oriented equity approach that emphasizes holding high-quality, highly profitable companies for the long term and uses a mix of individual stocks and ETFs; it offers both proprietary equity strategies and ETF-only diversified models to balance growth and volatility. Portfolio construction relies on client risk-tolerance questionnaires and in-depth interviews, with accounts monitored continuously and trading often executed on an omnibus basis. Structured as a single-owner, solo-practice adviser managing approximately $116 million in assets, Ebert Capital’s size and solo governance distinguish it from many peers. It recently transitioned from state to SEC registration and supplements advisory services with tax preparation and planning, while also working with other investment advisers and retirement-plan sponsors—capabilities that are less common among similar small firms.
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.
Name |
Location |
Years of experience |
|---|---|---|
Eureka, CA
| 15
|
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