Data / Investment advisers / Florida / Dale K. Ehrhart, Inc.
Dale K. Ehrhart, Inc., Venice, FL: $649 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Dale K. Ehrhart, Inc. is an SEC registered investment adviser with its main office in Venice, Florida and reports $649 million in regulatory assets under management in its Form ADV filed March 29, 2026. Its clients include high net worth individuals, corporations and other businesses and charitable organizations. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Dale K. Ehrhart, Inc. (CRD number 35971): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 35971
- SEC file number
- 801-13542
- SEC status
- Approved, effective February 17, 1978
- Main office
- 100 W Venice Ave Suite G, Venice, FL 34285
- Phone
- (941) 485-8220
- Website
- dkeinc.com
- Regulatory AUM
- $648,772,602 in the Form ADV filed March 29, 2026
- Discretionary AUM
- $582,634,817
- Non discretionary AUM
- $66,137,785
- Accounts
- 309
- Employees
- 6, of which 4 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- Reported: civil court actions
- Latest Form ADV filing
- March 29, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 92 | $494.6 million |
| Corporations or other businesses | 11 | $98 million |
| Charitable organizations | 11 | $47.1 million |
| Individuals (other than high net worth individuals) | 22 | $6.6 million |
| Pension and profit sharing plans | 3 | $2.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $648.8 million | March 29, 2026 |
| December 1, 2025 | $561.5 million | May 12, 2025 |
Other advisers in Florida
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Ciccarelli Advisory Services Inc | Naples | $1.59 billion | Not listed | adviserinfo.sec.gov |
| Locust Point Capital | Miami | $1.58 billion | 4 | adviserinfo.sec.gov |
| Credicorp Capital Advisors LLC | Miami | $1.58 billion | Not listed | adviserinfo.sec.gov |
| Calton & Associates, Inc. | Tampa | $1.58 billion | Not listed | adviserinfo.sec.gov |
| Evertern Wealth, LLC | Naples | $1.56 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Florida
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- Dale K. Ehrhart, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.