# DALE K. EHRHART, INC.

DALE K. EHRHART, INC. of VENICE, FL is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 35971
- Type: SEC-registered investment adviser
- SEC file number: 801-13542
- Location: 100 W VENICE AVE, VENICE, FL, 34285
- Phone: 941-485-8220
- Latest filing: 2026-03-29
- Regulatory AUM: $648.8M
- Discretionary AUM: $582.6M
- Non-discretionary AUM: $66.1M
- Clients: 6
- Accounts: 309

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth, Pooled vehicles

## Officers, owners & control persons (16)

| Name | Role | Location |
| --- | --- | --- |
| Michael Thomas Hartley | CEO / OWNER | — |
| Michael Warren Hartley | PRESIDENT / CHIEF COMPLIANCE OFFICER | — |
| Bonnie Brown Hartley | SECRETARY/TREASURER | — |
| HARTLEY MICHAEL THOMAS | CEO; CEO / OWNER; PRESIDENT | — |
| SWANSON BRUCE DAVID | VICE PRESIDENT - MARKETING | — |
| TRAMMELL THOMAS BLAIR | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER; SENIOR VICE PRESIDENT, SROP, CROP; SENIOR VICE PRESIDENT, SROP, CROP, CHIEF COMPLIANCE OFFICER (+1 more) | — |
| TRAMMELL NANCY JEAN | SECRETARY; SECRETARY/TREASURER | — |
| HARTLEY MICHAEL WARREN | PRESIDENT / CHIEF COMPLIANCE OFFICER; VICE PRESIDENT - RESEARCH | — |
| GETTEHARTLEY GLADYS RUTH | TREASURER  FOP | — |
| SANDERS BYRON ANTHONY | PRESIDENT | — |
| KEYSER ROBERT CALDWELL | VICE PRESIDENT - INSURANCE | — |
| MOORE JAMES HENRY | ASSISTANT VICE PRESIDENT; VICE PRESIDENT | — |
| GETTE MICKI RUTH | TREASURER FOP; VICE PRESIDENT - FINANCIAL OPERATIONS | — |
| STELLWAGEN GERARD FREDERICK | VICE PRESIDENT - INSURANCE | — |
| Hartley Bonnie Brown | SECRETARY/TREASURER | — |
| POPE BRIAN RICHARD | VICE PRESIDENT - PRIVATE CLIENT SERVICES | — |


## Disclosures (2)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | civil | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/35971/brochure
- Similar advisers: https://search.stillhousedata.com/firm/35971/similar
- Related entities: https://search.stillhousedata.com/firm/35971/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/35971

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.