CEO, CCO · Ebert Capital Management Inc.
Benjamin A. Ebert
CRD 5810899 · Named on Form ADV at one SEC-registered adviser
At a glance
Ebert Capital Management Inc., an SEC-registered wealth manager based in Eureka, CA with $116 million in regulatory assets, lists Benjamin A. Ebert on its Form ADV as CEO, CCO, a control person.
Firms and roles
- Ebert Capital Management Inc.CEO, CCOWealth manager · Eureka, CA · $116M in regulatory assets
AtlasMembers
Benjamin’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Benjamin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.