Joseph Eberhardt
Ravensview Capital Management · Portland, Oregon
Joseph Eberhardt is a fee-only financial advisor at Ravensview Capital Management in Portland, Oregon. Joseph charges a percentage of assets (1.25% a year on the first tier of assets managed and a $500,000 asset minimum).
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Facts
| Firm | Ravensview Capital Management |
|---|---|
| Based in | Portland, Oregon |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1.25% a year on the first tier of assets managed · A $500,000 asset minimum |
| Assets under management | $95.5M across 60 accounts |
| SEC registration | Investment adviser representative in OR, TX · CRD 2395994 |
| Exams passed | Series 63 (1993) · Series 65 (2016) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | ravensviewcapital.com |
How Joseph's firm compares
- Ravensview Capital Management's average account is about $1.6 million, from its Form ADV (assets managed divided by 60 accounts).
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Questions about Joseph
Is Joseph Eberhardt a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Ravensview Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph charges a percentage of assets.
How much does Joseph charge?
According to Ravensview Capital Management's website, checked October 30, 2026: 1.25% a year on the first tier of assets managed; a $500,000 asset minimum.
Where is Joseph Eberhardt based?
Joseph Eberhardt is based in Portland, Oregon.
Is Joseph Eberhardt registered with the SEC?
Yes. Joseph Eberhardt is registered as an investment adviser representative in OR and TX (CRD 2395994), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ravensview Capital Management manage?
Ravensview Capital Management reports $95.5M across 60 accounts in assets under management.
How do I contact Joseph Eberhardt?
Through Joseph's website, ravensviewcapital.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
- Ravensview 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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