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- Custodian
- Charles Schwab & Company · LPL Financial
- Clients
- Retail
- Platforms
- Available
- 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.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ROBERT MATHER HARBOUR
Chief Compliance Officer, President
- CRD
- #2767842
- Ownership
- 75% or more
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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