DBA: ERVIN INVESTMENT MANAGEMENT
| Total AUM | $269.9M |
| Discretionary | $268.2M99% of AUM |
| Non-Discretionary | $1.7M |
| Client Accounts | 324 |
| Avg Account Size | $833K |
| Employees | 3 |
| Peak AUM | $269.9MMar 2026 |
| AUM CAGR | +11.8% /yrover 7 yrs · 11 filings |
Total AUM
$270M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $270M | +11.1% | +18.6% | +13.4% | |
| Discretionary AUM | |||||
| Total AUM | $269.9M |
| Discretionary | $268.2M |
| Employees | 3 |
| Client Accounts | 324 |
Phone
206-495-9957
Filing History
11 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$268M
99.4% of AUM
Non-Discretionary
$2M
0.6% of AUM
Disc. mix ▲ 0.4pp vs 1 year ago
No related registrations reported
| $268M |
| +11.5% |
| +19.6% |
| +17.6% |
| Non-Disc. AUM | $2M | 30.4% | 30.0% | 41.3% |
| Total Accounts | 324 | +25.1% | +5.4% | +6.5% |
| Avg Account Size | $832,931.247 | 11.2% | +12.6% | +6.5% |
| Employees | 3 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $90M | +11.1% | +18.6% | +13.4% |
Client AUM Segments | |||||
| Wealth AUM | $270M | +11.1% | +18.6% | +13.4% | |
Client Count Segments | |||||
| HNW Clients | 43 | 21.8% | 6.1% | +16.5% | |
| Individuals | 55 | +17.0% | +6.9% | +5.0% | |