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EBERT CAPITAL MANAGEMENT INC.

EUREKA, CA · CRD 155169 · IAPD ↗ · ebertcapital.com · 707-407-3813

$116.3MRegulatory AUM
1Advisory reps
3Employees
0Clients
101-250Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
June 2026 — EBERT CAPITAL MANAGEMENT INC. (EUREKA, CA) is newly SEC-registered with $116.3M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.