$648.8M Total AUM
$582.6M Disc. AUM
2.4% 3Y CAGR
6 Employees
139 ADV. Clients
48 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Quantum bridge
- Established Date
- 02-17-1978
- Office Locations
- 3
Office Locations
100 W Venice AVE Suite G Venice FL
101 W. Venice Ave., #22 Venice FL
-- Sunrise Beach MO
About Dale K. Ehrhart, Inc.
Dale K. Ehrhart, Inc. is a Venice-based RIA with 3 offices. The firm has been operating for 48 years. Managing $648.8M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management, Portfolio Construction.
Team overview
55 AVG AGE
$162.2M AVG AUM / ADVISOR
$4.7M AVG AUM / CLIENT
7.2 yrs AVG TENURE
6 Employees
4 Advisory Reps
4 RIA Reps
48yrs Firm Age
Insights
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Asset Classes
Vector peak Pioneer
Client Personas
Oak ridge
Investment Themes
Vector Ridge
Investment Vehicles
Harbor Timber
Services
Momentum meridian Legacy radial
Technology
Harbor peak
Owner & Executives
M
MICHAEL THOMAS HARTLEY
Chief Executive Officer, Owner
- CRD
- #1522614
- Ownership
- 75% or more
(517) 224-1977
vector.beacon@insightcapital.com
in linkedin.com/in/pathway-unison
B
Bonnie Brown Hartley
Chief Executive Officer, Secretary, TREASURER
- CRD
- --
- Ownership
- 5% but less than 10%
(778) 803-4767
timber.momentum@pioneercapital.com
in linkedin.com/in/prime-signal
D
Delta crest
Pioneer beacon
- CRD
- #19003
- Ownership
- 32.6%
(658) 468-3347
eagle.vertex@northcapital.com
in linkedin.com/in/delta-vital
Showing 2 of 3 owners & executives
Unlock allContacts
K
KEITH EDWARD HEIL
--
- CRD
- #4524970
(422) 746-8034
quantum.unison@summitcapital.com
in linkedin.com/in/pathway-value
Z
Zachery John Jaggi
--
- CRD
- #7931845
(662) 687-6905
delta.radial@deltacapital.com
in linkedin.com/in/north-vertex
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $582,634,817 | $2,165,929 |
| Non-Discretionary | $66,137,785 | $1,653,445 |
| Total | $648,772,602 | $2,099,588 |
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Separately Managed Accounts
Total SMA Asset: $648,772,602
Public Funds:
34.0% Cash:
6.8% Municipal Bonds:
21.7% Other:
8.6% U.S. Government/Agency:
28.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,498,004,412 | 34.0% |
| Cash | $299,600,882 | 6.8% |
| Municipal Bonds | $956,079,287 | 21.7% |
| Other | $378,906,998 | 8.6% |
| U.S. Government/Agency | $1,273,303,751 | 28.9% |
| Total | $4,405,895,330 | 100.0% |