Benjamin Ebert
Ebert Capital Management · Eureka, California
Benjamin Ebert is a fee-only financial advisor at Ebert Capital Management in Eureka, California. Benjamin focuses on retirement planning. Ebert Capital Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Retirees
Facts
| Firm | Ebert Capital Management |
|---|---|
| Based in | Eureka, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $116.3M across 465 accounts |
| SEC registration | Investment adviser representative in CA · CRD 5810899 |
| Exams passed | Series 65 (2010) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.ebertcapital.com |
How Benjamin's firm compares
- Ebert Capital Management's average account is about $250,000, from its Form ADV (assets managed divided by 465 accounts).
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Questions about Benjamin
Is Benjamin Ebert a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Benjamin holds no broker registration, and Ebert Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Benjamin charge for financial advice?
Benjamin's firm, Ebert Capital Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Benjamin Ebert based?
Benjamin Ebert is based in Eureka, California.
What does Benjamin specialize in?
Benjamin's specialties include retirement planning. Benjamin works with retirees.
Is Benjamin Ebert registered with the SEC?
Yes. Benjamin Ebert is registered as an investment adviser representative in CA (CRD 5810899), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ebert Capital Management manage?
Ebert Capital Management reports $116.3M across 465 accounts in assets under management.
How do I contact Benjamin Ebert?
Through Benjamin's website, www.ebertcapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Ebert Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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