$9.2M Total AUM
$9.2M Disc. AUM
-- 3Y CAGR
2 Employees
5 ADV. Clients
24 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail
- Platforms
- Harbor ridgeMatrix +more
- Established Date
- 01-01-2002
- Office Locations
- 1
Office Locations
2550 W. Union Hills Dr. Suite 350 Phoenix AZ
About Ebis
eBIS is a fee-only RIA (founded 2002) providing personal investment management, financial planning, and retirement plan services. The firm emphasizes portfolio risk management with an explicit focus on taxes and costs, aiming to improve risk-adjusted returns in a compliant, client-specific framework. Portfolios make meaningful use of ETFs, and accounts are custodied with Charles Schwab.
Team overview
57 AVG AGE
$9.2M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
18.7 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
24yrs Firm Age
Insights
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Accredited Investors
Catalyst
Asset Classes
Foundation Optima signal Pathway peak Summit Summit foundation Ridge timber Unison capital Delta Delta
Client Personas
Matrix Prime quantum Signal
Custodian
Unison Zenith Radial Momentum Eagle Signal crest Insight Insight Quantum legacy Wave harbor Vertex bridge
Investment Themes
Horizon wave Bridge Timber Pathway vital Horizon
Investment Vehicles
Glacier Capital
Platform
Unison
Services
Value summit Wave Vector glacier Peak Glacier beacon Element Catalyst Wave value Quantum value Momentum Peak Unison
Technology
Insight ember Summit Legacy delta Oak
Owner & Executives
PETER MCCUNE SHANNON
President
- CRD
- #2789363
- Ownership
- 75% or more
(239) 739-8213
summit.oak@embercapital.com
in linkedin.com/in/value-unison
L
LOIS JEAN SHANNON
Chief Financial Officer, General Counsel, President
- CRD
- --
- Ownership
- Less than 5%
(594) 326-4221
matrix.bridge@timbercapital.com
in linkedin.com/in/frontier-fusion
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,197,895 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,197,895 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,197,895
Equity - Exchange:
13.9% Other:
12.9% U.S. Government/Agency:
10.4% Sovereign Bonds:
16.9% Corporate - Non-Investment Grade:
7.1% Municipal Bonds:
10.4% Derivatives:
12.3% Corporate - Investment Grade:
16.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $865,505,584 | 13.9% |
| Other | $803,238,995 | 12.9% |
| U.S. Government/Agency | $647,572,523 | 10.4% |
| Sovereign Bonds | $1,052,305,350 | 16.9% |
| Corporate - Non-Investment Grade | $442,092,780 | 7.1% |
| Municipal Bonds | $647,572,523 | 10.4% |
| Derivatives | $765,879,042 | 12.3% |
| Corporate - Investment Grade | $1,002,492,080 | 16.1% |
| Total | $6,226,658,877 | 100.0% |