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Ehrlich Financial Group

Ehrlich Financial Group. CRD 325595

Ehrlich Financial Group logo

CRD: 325595

Ehrlich Financial Group

Laguna Niguel, CA, 92677
9493428852
www.ehrlichfg.com
$250.1M Total AUM
$250.1M Disc. AUM
-- 3Y CAGR
5 Employees
207 ADV. Clients
3 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Tiaa
Clients
Retail
Platforms
--
Established Date
05-18-2023
Office Locations
1

Office Locations

28202 Cabot Road Suite 425 Laguna Niguel CA

About Ehrlich Financial Group

Ehrlich Financial Group is a Laguna Niguel, CA–based RIA offering financial, retirement and business planning alongside investment management, protection planning, and tax strategies. The firm emphasizes long-term, relationship-driven guidance for individuals and business owners. Portfolios skew heavily to ETFs and public funds, and the practice custody includes Charles Schwab.

Team overview

-- AVG AGE
$62.5M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
3.1 yrs AVG TENURE
5 Employees
4 Advisory Reps
4 RIA Reps
3yrs Firm Age

Insights

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Asset Classes

Ridge ember Insight legacy

Client Personas

Peak

Investment Themes

Pioneer Oak signal Atlas wave

Investment Vehicles

Capital catalyst

Services

Signal Prime Frontier vital Vertex Optima ridge Vital Vertex Timber

Owner & Executives

ANDREW LEE EHRLICH

ANDREW LEE EHRLICH

Managing Member, President

CRD
#4868523
Ownership
75% or more
(584) 658-1119
legacy.atlas@vertexcapital.com
in linkedin.com/in/element-quantum
LORA J ROMMEL

LORA J ROMMEL

Chief Compliance Officer

CRD
#1925725
Ownership
Less than 5%
(943) 645-3855
frontier.atlas@focuscapital.com
in linkedin.com/in/foundation-peak

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Contacts

HEATHER MICHELLE BOONE

HEATHER MICHELLE BOONE

Client Service Manager

CRD
#5175416
(652) 207-4766
element.crest@elementcapital.com
in linkedin.com/in/eagle-bridge
JESSICA LYNN KRUSEY

JESSICA LYNN KRUSEY

Financial Advisor, General Partner

CRD
#4839333
(456) 722-8062
catalyst.alpha@horizoncapital.com
in linkedin.com/in/capital-horizon

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-01-2023
09-26-2024
12-10-2025
01-28-2026
Category Assets AVG. Account size
Discretionary $250,145,300 $366,782
Non-Discretionary $0 --
Total $250,145,300 $366,782

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Separately Managed Accounts

Total SMA Asset: $250,145,300

$250.1M Total SMA
Equity - Exchange:
32.0%
Public Funds:
24.4%
Cash:
29.0%
Other:
14.6%
Asset class Assets Assets %
Equity - Exchange $2,174,916,768 32.0%
Public Funds $1,658,374,035 24.4%
Cash $1,971,018,321 29.0%
Other $992,305,775 14.6%
Total $6,796,614,899 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
HARBOR FOCUS FUSION VITAL 13OJ0XK9B BAN 9.96% $72,947,480
MOMENTUM MOMENTUM LEGACY PEAK FUSION F3P7GBZER ORL 2.26% $5,169,901
RADIAL FUSION ZENITH MERIDIAN PRIME BY5UN5V5I CECDF 5.70% $92,740,606
PEAK FUSION CAPITAL OAK RJK0XDAHY ACBC 6.37% $14,024,876
DELTA INSIGHT OPTIMA CATALYST CATALYST J6Y734PIF TAJG 11.02% $76,495,342
FOCUS LEGACY FUSION VERTEX PTFWWDXUN XMMUJ 11.41% $22,454,124
FOCUS EMBER CREST DELTA SUMMIT 63PETWJNZ TEKSN 6.49% $6,451,068
BRIDGE PRIME VITAL QUANTUM ZYUYQ3RM8 MIJW 11.19% $57,637,733

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