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- Custodian
- Fidelity/NFS · Interactive Brokers · TD Ameritrade
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 09-12-2023
- Office Locations
- 1
Office Locations
About Erenda Capital
Erenda Capital is an independent, fiduciary investment advisor providing research-driven wealth management for individuals and families. The firm builds tailored, value-focused separately managed portfolios, using fundamental analysis to identify companies trading below intrinsic value and opportunities in uncrowded areas. Erenda emphasizes transparency with a flat management fee set below industry averages and does not sell insurance or other commissioned products. Based in Milwaukee, WI.
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 11 clients, or 11 clients per representative. That equates to $547.9K in reported AUM per client.
The profile lists 1 reported office location and 2 years in operation. The source data was last updated on June 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Erenda Capital record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Matthew Eric Buehler
Managing Member
- CRD
- #7803111
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,027,282 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,027,282 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Erenda Capital has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.