Ebert Capital Management Inc.

Ebert Capital Management Inc. is a Wealth Management firm in Eureka, CA, located at 530 F St. The firm operates as an independent, fee-only registered investment advisor, acting in a fiduciary capacity to manage investments and provide financial planning. They serve clients through proprietary investment strategies developed from exhaustive research, offering unique portfolio options designed for long-term growth. The business holds a rating of 4.50 based on customer reviews.

Founder and CEO Benjamin Ebert oversees all portfolio management and operational aspects. He incorporated the firm in 2010, having begun work as a financial advisor and tax preparer in 2008. Ebert holds an Accredited Portfolio Management Adviser license from the College for Financial Planning and is an IRS Enrolled Agent. He earned a Bachelor's Degree in International Studies from Humboldt State University and a Master's Degree in Public Policy with a focus in Accounting and Statistics from Cal Poly San Luis Obispo. Prior to founding the firm, he worked for the ocean conservation lobbying group Ocean Champions in Santa Cruz and as a tax preparer for Cunningham, Malone & Morton in Eureka.

The team includes Donni, the Chief Financial Officer and compliance assistant, who has worked at the firm since 2010. She holds a Bachelor’s Degree in Business with a focus in Accounting from Humboldt State University and provides accounting and bookkeeping services to small business clients. Krishna, who joined from the tech industry after twenty years at StreamGuys Inc., holds a Bachelor of Science degree in Conservation Forestry from Humboldt State University and handles client service and communications.

The firm’s investment philosophy emphasizes patience, discipline, and investing in great companies with superior business models for the long term. Their portfolios are constructed using a rigorous research process to provide the right mix of growth and principal protection. Strategies include Conservative Growth, which utilizes low-cost bond and equity ETFs to seek growth above inflation with lower volatility, and Diversified Growth, which focuses on a wide cross-section of the U.S. stock market to reduce volatility. The firm also manages a Global Equity strategy aimed at capital appreciation and dividend income through high-quality companies with operations outside the U.S. While the firm no longer offers tax preparation services, the CEO provides tax advice for investment clients based on his background as a tax professional. The firm has claimed compliance with GIPS standards for performance reporting.

Ebert Capital Management Inc. combines fiduciary responsibility with proprietary research to help Eureka investors grow their wealth over the long term.

Ebert Capital Management Inc. sits on F St in Eureka, CA, near the Morris Graves Museum of Art and the Arkley Center for the Performing Arts.

BizScoreAI gives Ebert Capital Management Inc. a Technical score of 91 out of 100, which ensures the website is secure and readable for search engines. The firm also earns a Discoverability score of 75 out of 100, meaning AI crawlers can find every page to support future recommendations.