Benjamin Ebert has been CEO, CCO of Ebert Capital Management since August 2010, is a control person of the firm and directly owns 75% or more of it. Benjamin Ebert holds a Bachelor's Degree in International Studies from Humboldt State University and a Master's Degree in Public Policy from Cal Poly San Luis Obispo.
Ebert Capital Management Inc. is an Eureka, CA firm with $116M under management, 187 clients and 1 adviser in one office, as of its May 2026 filing.
Benjamin Ebert is founder and CEO of Ebert Capital Management, overseeing all portfolio management and operational aspects of the firm. He incorporated Ebert Capital Management in 2010 and began work as a financial advisor and tax preparer in 2008. Before founding the firm, he worked for the ocean conservation lobbying group Ocean Champions in Santa Cruz, CA and as a tax preparer for Cunningham, Malone & Morton in Eureka, CA.
- – present · 15 yearsEureka, CA · Adviser representative · Firm CRD 155169
Investment adviser representative registrations
Benjamin Ebert is registered as an investment adviser representative in California, since February 2011.
- CaliforniaSince 3 February 2011
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 January 2010 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Benjamin Alan Ebert
- CRD
- 5810899
- Firm
- Ebert Capital Management · CRD 155169
- Role
- CEO, CCO
- Office
- 530 F STREET, Eureka, CA 95501
- Registration
- Investment adviser registration
- In the industry since
- February 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- ebertcapital.com
Where does Benjamin Ebert work?
Benjamin Ebert has been CEO, CCO of Ebert Capital Management Inc. since August 2010, and is a control person of the firm.
Is Benjamin Ebert a financial advisor?
Yes. Benjamin Ebert has a current investment-adviser registration in California, through Ebert Capital Management since February 2011.
How many years of experience does Benjamin Ebert have?
Benjamin Ebert has 15 years in the financial industry, since February 2011, across 1 adviser firm.
What exams has Benjamin Ebert passed?
Benjamin Ebert passed the Series 65 in January 2010.
Where is Benjamin Ebert based?
Benjamin Ebert’s registered office is in Eureka, CA.
Is Benjamin Ebert registered with FINRA?
No. Benjamin Ebert has no current broker registration.
How can I verify Benjamin Ebert’s record?
Search CRD 5810899 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Benjamin Ebert’s full registration record.