EBERT CAPITAL MANAGEMENT INC.

EBERT CAPITAL MANAGEMENT INC. of EUREKA, CA is an SEC-registered investment adviser (CRD 155169). Regulatory assets under management: $116.3M.

Registration

• CRD: 155169
• SEC file number: 801-136176
• Type: Registered investment adviser
• Location: 530 F STREET, EUREKA, CA, 95501
• Phone: 707-407-3813
• Latest filing: 2026-05-11
• Regulatory AUM: $116.3M
• Discretionary AUM: $116.3M
• Clients: 3
• Accounts: 465

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pooled vehicles.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 155169 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search