Benjamin Alan Ebert
Investment adviser representative at Ebert Capital Management Inc.
16 yearsExperience
1 stateRegistered in
$116.3MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Ebert Capital Management Inc.Aug 2010 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (CA).
Ebert Capital Management Inc.
$116.3MAssets managed
187Clients
1Advisers
Under 1 yearIn 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
- 5810899
- Firm CRD
- 155169