EBERT CAPITAL MANAGEMENT INC.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $116.3M |
| Discretionary | $116.3M100% of AUM |
| Client Accounts | 465 |
| Avg Account Size | $250K |
| Employees | 3 |
| Peak AUM | $116.3MApr 2026 |
AUM by Client Type
Total AUM
$116M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $116M | 0.0% | — | — | — |
| Discretionary AUM | $116M | 0.0% | |||
Key Metrics
| Total AUM | $116.3M |
| Discretionary | $116.3M |
| Employees | 3 |
| Client Accounts | 465 |
| Client Range | 101-250 |
Contact & Location
Address
530 F STREET
EUREKA CA 95501
Phone
707-407-3813
Filing History
2 ADV Part 1 submissions
Fee Structure
% of AUMHourly
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension Consulting
Growth
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$116M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported