E
$269.9M Total AUM
$268.2M Disc. AUM
18.6% 3Y CAGR
3 Employees
99 ADV. Clients
7 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Optima
- Established Date
- 01-29-2019
- Office Locations
- 2
Office Locations
-- Seattle WA
-- Solana Beach CA
About Ervin Investment Management
Ervin Investment Group’s website presents the firm as a real estate services business showcasing property listings and helping clients buy or sell homes, with support on pricing guidance, staging, flipping, and building. The site offers online booking and account-based access for client scheduling, but does not provide specific details on investment advisory services or investment focus.
Team overview
-- AVG AGE
$90.0M AVG AUM / ADVISOR
$2.7M AVG AUM / CLIENT
7.2 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Ember Element frontier
Custodian
Matrix pathway Vertex
Investment Themes
Horizon Momentum unison Capital crest
Investment Vehicles
Ridge North prime
Services
Harbor Optima pioneer Frontier atlas Ember peak Catalyst
Technology
Ridge
Owner & Executives
D
Daniel Jesse Ervin
Managing Member
- CRD
- #6900021
- Ownership
- 50% but less than 75%
(900) 342-6896
atlas.frontier@capitalcapital.com
in linkedin.com/in/radial-pathway
J
John Robert Ervin
Chief Compliance Officer, Managing Member
- CRD
- #6906190
- Ownership
- 50% but less than 75%
(941) 800-9474
matrix.harbor@northcapital.com
in linkedin.com/in/quantum-momentum
Showing 2 of 2 owners & executives
Unlock allContacts
J
JOHN CLIFFORD REIS
Director
- CRD
- #2441554
(388) 362-3053
vertex.vector@foundationcapital.com
in linkedin.com/in/matrix-fusion
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $268,177,068 | $862,306 |
| Non-Discretionary | $1,692,656 | $130,204 |
| Total | $269,869,724 | $832,931 |
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Separately Managed Accounts
Total SMA Asset: $269,869,724
Equity - Exchange:
44.9% Public Funds:
19.8% U.S. Government/Agency:
27.6% Cash:
7.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,566,627,307 | 44.9% |
| Public Funds | $1,131,831,195 | 19.8% |
| U.S. Government/Agency | $1,577,704,091 | 27.6% |
| Cash | $440,156,576 | 7.7% |
| Total | $5,716,319,169 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| INSIGHT RIDGE | VERTEX CAPITAL | 0V3KDT2D8 | UCHD | 12.36% | $115,287,106 |
| MATRIX PRIME LEGACY | TIMBER FOCUS | VS5Y2RHK0 | EKCC | 12.57% | $73,553,895 |
| PEAK CREST HORIZON | PEAK BEACON | 69W6806JO | NYNWB | 7.67% | $10,211,509 |
| ELEMENT RIDGE VALUE | EAGLE MERIDIAN | NSMF292H3 | BVQ | 5.67% | $83,049,785 |
| RIDGE CATALYST MOMENTUM | UNISON QUANTUM | MAFINMOD9 | FSHAA | 11.12% | $79,416,072 |
| TIMBER SUMMIT | DELTA INSIGHT | 8KXW3PKC8 | YXD | 4.19% | $61,457,086 |
| VERTEX PATHWAY | EAGLE DELTA | OSOXIG9A0 | MQPZC | 0.97% | $79,339,928 |
| HARBOR VITAL | SIGNAL ALPHA | A9JAULV2L | GBX | 5.25% | $113,601,445 |