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- Custodian
- Charles Schwab & Company · LPL Financial
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 11-29-2021
- Office Locations
- 1
Office Locations
About EBH Financial, Inc.
EBH Financial (EBH Services) provides tax & accounting, business advisory, and HR consulting alongside registered investment advisory/asset management services. The firm supports retail clients—including entrepreneurs—seeking practical planning and portfolio guidance, with investment exposure primarily through ETFs and public funds. A multidisciplinary team (CPA, CFA, attorney, and technologists) and cross-industry experience are a key differentiator.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 75 clients, or 75 clients per representative. That equates to $520.0K in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on March 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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AdvizorPro subscribers can review EBH Financial, Inc.'s detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full EBH Financial, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ROBERT MATHER HARBOUR
Chief Compliance Officer, President
- CRD
- #2767842
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $39,000,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
EBH Financial, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.