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Benjamin Alan Ebert

Ebert Capital Management Inc.

Eureka, CA

CRD 5810899

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Employer firm

Ebert Capital Management Inc. CRD 155169

$116M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Ebert Capital Management Inc.

530 F Street, Eureka, CA 95501 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2011-02-03
  • CA RA
    APPROVED
    Since 2011-02-03

Branch Locations

530 F Street, Eureka, CA 95501 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ebert Capital Management Inc. Eureka CA 08/2010 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-01-20
  • S65 Uniform Investment Adviser Law Examination
    2010-01-20
Other Names
  • Benjamin Ebert

View on SEC IAPD

Nearby Firms

MORGAN STANLEY
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.

Nearby Investors

GREGORY HALE
Spencer James Pena
Katie M Conley

Nearby Offices

MORGAN STANLEY · Eureka, CA
EDWARD JONES · EUREKA, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Eureka, CA

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