Data / Investment advisers / California / Ebert Capital Management Inc.
Ebert Capital Management Inc., Eureka, CA: $116 million AUM, SEC registered investment adviser
Ebert Capital Management Inc. is an SEC registered investment adviser with its main office in Eureka, California and reports $116 million in regulatory assets under management in its Form ADV filed May 11, 2026. Its clients include individuals, high net worth individuals and pension and profit sharing plans. It is paid through a percentage of assets under management and hourly charges.
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- Registration
- SEC registered investment adviser
- CRD number
- 155169
- SEC file number
- 801-136176
- SEC status
- Approved, effective May 4, 2026
- Main office
- 530 F Street, Eureka, CA 95501
- Phone
- (707) 407-3813
- Website
- ebertcapital.com
- Regulatory AUM
- $116,304,266 in the Form ADV filed May 11, 2026
- Discretionary AUM
- $116,304,266
- Accounts
- 465
- Employees
- 3, of which 1 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 11, 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 |
|---|---|---|
| Individuals (other than high net worth individuals) | 173 | $77.8 million |
| High net worth individuals | 5 | $32.9 million |
| Pension and profit sharing plans | 6 | $5.3 million |
| Corporations or other businesses | 3 | $311,120 |
Other advisers in California
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Vivo Capital, LLC | Palo Alto | $6.10 billion | 16 | adviserinfo.sec.gov |
| Snyder Capital Management LP | San Francisco | $6.09 billion | 2 | adviserinfo.sec.gov |
| KCM Investment Advisors | Greenbrae | $6.02 billion | Not listed | adviserinfo.sec.gov |
| Capital Research & Consulting LLC | Pasadena | $5.99 billion | Not listed | adviserinfo.sec.gov |
| Parallax Volatility Advisers, L.P. | San Francisco | $5.98 billion | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Ebert Capital Management Inc. on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.