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DALE K. EHRHART, INC.

VENICE, FL · CRD 35971 · IAPD ↗ · dkeinc.com · 941-485-8220

$648.8MRegulatory AUM
4Advisory reps
6Employees
0Clients
n/aPlanning clients
0Private funds
10States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — DALE K. EHRHART, INC. notice-filed in DE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
March 2026 — DALE K. EHRHART, INC.'s Item 11 disclosure-reporting entries rose by 1 (0 -> 1).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
45
April 2024 — DALE K. EHRHART, INC. notice-filed in MO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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