This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Vector
- Established Date
- 02-03-2011
- Office Locations
- 1
Office Locations
About Ebert Capital Management Inc.
Ebert Capital Management (ECM) is an independent, fee-only RIA in Eureka, CA providing fiduciary investment management and financial planning. The firm runs proprietary, research-driven strategies focused on patient, long-term investing in high-quality businesses, and also implements portfolios using vehicles like ETFs and mutual funds. Primarily serves individuals including business owners, entrepreneurs, and retirees; custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BENJAMIN ALAN EBERT
Chief Compliance Officer, Chief Executive Officer
- CRD
- #5810899
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $116,304,266 | $250,117 |
| Non-Discretionary | $0 | -- |
| Total | $116,304,266 | $250,117 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $116,304,266
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,525,455,858 | 21.1% |
| Public Funds | $1,019,380,455 | 14.1% |
| Cash | $2,176,124,234 | 30.1% |
| Municipal Bonds | $874,787,483 | 12.1% |
| U.S. Government/Agency | $1,633,900,587 | 22.6% |
| Total | $7,229,648,617 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PATHWAY FUSION | FOCUS VECTOR | JQWBOOMUH | GXW | 3.51% | $85,517,614 |
| UNISON WAVE | DELTA SUMMIT | 7ONPXYLQJ | DRM | 0.64% | $119,616,261 |
| CATALYST FOCUS | FOUNDATION CREST | 4KKJEIS8Z | JSGVJ | 4.23% | $86,930,410 |
| PEAK GLACIER OAK | FOUNDATION MATRIX | RG13NINF0 | LVX | 10.82% | $82,012,577 |
| FRONTIER OAK | HARBOR BRIDGE | L2NA4IE35 | QYAY | 1.61% | $110,170,354 |
| NORTH DELTA PRIME | UNISON PRIME | R72DCO04C | KXAM | 11.48% | $29,814,021 |
| EAGLE PATHWAY GLACIER | SUMMIT CATALYST | GOUE8WZMF | SBC | 1.86% | $49,311,942 |
| FOUNDATION VECTOR | HARBOR PATHWAY | DNHKPNZ8K | MEOO | 12.39% | $26,924,897 |