Joseph Eberle
Investment adviser representative at Union Capital Company
11 yearsExperience
1 stateRegistered in
$150MFirm assets
5 yearsFirm in business
Are you Joseph Eberle? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Union Capital CompanyFeb 2021 to now
- Calton & Associates, Inc.Apr 2015 to Jan 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
State registrations
Registered as an investment adviser representative in 1 state (TN).
Union Capital Company
$150MAssets managed
414Clients
7Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1685607
- Firm CRD
- 110301