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BE

Benjamin A. Ebert

EBERT CAPITAL MANAGEMENT
Eureka, CA 95501
Some features on this profile are disabled
CRD#: 5810899
BE

Professional summary

Benjamin Alan Ebert, who also goes by Benjamin Ebert, is a registered financial advisor currently at EBERT CAPITAL MANAGEMENT INC. located in Eureka, California.

Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Benjamin has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Benjamin Ebert

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benjamin Alan Ebert's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

February 3, 2011 - Present

EBERT CAPITAL MANAGEMENT INC.

Office #1: 530 F Street, Eureka, CA 95501
RIA
CRD#: 155169
Eureka, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(2/3/2011)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/20/2010
Uniform Investment Adviser Law Examination

Current Firm

EC
EBERT CAPITAL MANAGEMENT INC.
EBERT CAPITAL MANAGEMENT INC.

CRD#: 155169 / SEC#:

California
Registered Investment Advisory firm - (2/3/2011 Approved)
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Contact information

Main Address
530 F Street, Eureka, CA 95501
Mailing Address
Phone number
(707) 407-3813
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts465
AUM (Assets Under Management)$ 116,304,266

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

EBERT CAPITAL MANAGEMENT INC.

CRD#: 155169Eureka, CA 95501

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