$90.4M Total AUM
$90.4M Disc. AUM
-- 3Y CAGR
1 Employees
37 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Quantum
- Established Date
- 03-19-2004
- Office Locations
- 1
Office Locations
5915 Ponce DE Leon Blvd Suite 45 Coral Gables FL
About Eber Capital Management
Ebert Capital Management (ECM) is an independent, fee-only RIA based in Eureka, California, providing fiduciary portfolio management and financial planning. The firm uses proprietary, research-driven strategies and a disciplined, long-term approach focused on investing in high-quality companies with strong business models. Client portfolios are custodied at Charles Schwab.
Team overview
-- AVG AGE
$90.4M AVG AUM / ADVISOR
$2.4M AVG AUM / CLIENT
22.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
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Asset Classes
Horizon matrix Quantum delta
Client Personas
Element vertex Oak bridge
Custodian
Frontier atlas Oak summit Meridian pioneer
Investment Themes
Vertex Ridge delta
Investment Vehicles
Pathway fusion Fusion north
Platform
Meridian pioneer
Services
Beacon Radial Momentum glacier Beacon Horizon
Technology
Horizon
Owner & Executives
S
STEVEN LANDE EBER
Chief Compliance Officer, Owner, President
- CRD
- #4343704
- Ownership
- 75% or more
(694) 203-5422
capital.radial@deltacapital.com
in linkedin.com/in/eagle-element
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $90,387,022 | $1,110,336 |
| Non-Discretionary | $0 | -- |
| Total | $90,387,022 | $1,110,336 |
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Separately Managed Accounts
Total SMA Asset: $90,387,022
Public Funds:
8.7% Equity - Exchange:
38.0% U.S. Government/Agency:
30.3% Cash:
23.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $76,160,275 | 8.7% |
| Equity - Exchange | $332,654,074 | 38.0% |
| U.S. Government/Agency | $265,247,854 | 30.3% |
| Cash | $201,343,256 | 23.0% |
| Total | $875,405,459 | 100.0% |