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Investment Advisor/owner · Fort Vancouver Investment Management, LLC

Matthew Ebeling

CRD 5382212 · Named on Form ADV at one SEC-registered adviser

At a glance

Fort Vancouver Investment Management, LLC, an SEC-registered wealth manager based in Vancouver, WA with $237 million in regulatory assets, lists Matthew Ebeling on its Form ADV as Investment Advisor/owner.

Firms and roles

AtlasMembers

Matthew’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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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

SEC adviser record

Registered since
2007 (19 years)
Designations
Certified Financial Planner
Exams
Series 65
Registered in
3 states
Also a broker representative
No
Disclosures on record
None

AtlasMembers

Matthew’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
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Previous firms, with start and end dates
1 firmLocked
Employment history
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States they’re registered in
Locked
Outside business activities
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When they joined their current firm, and their firm’s growth
Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Matthew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.