EBH FINANCIAL, INC.

EBH FINANCIAL, INC. is an SEC-registered investment adviser (CRD 316752). Regulatory assets under management: $39.0M.

Registration

• CRD: 316752
• Type: Registered investment adviser
• Phone: (630) 717-6042
• Latest filing: 2026-03-16
• Regulatory AUM: $39.0M
• Discretionary AUM: $39.0M
• Clients: 1
• Accounts: 109

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 316752 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search