Ehb Financial Resources Management provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 51–100 clients last fiscal year.
Ehb Financial Resources Management reports 90 clients. They include 55 individual clients and 35 high-net-worth individuals. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $164M across 90 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 61% | 24% |
| High-net-worth individuals | 39% | 76% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 55 | $39M | 23.8% | $709K |
| High-net-worth individuals | 35 | $125M | 76.2% | $3.57M |
| Total | 90 | $164M | 100% | $1.82M |
- Clients
- 55
- Regulatory AUM
- $39M
- AUM share
- 23.8%
- Avg. per client
- $709K
- Clients
- 35
- Regulatory AUM
- $125M
- AUM share
- 76.2%
- Avg. per client
- $3.57M
Total
- Clients
- 90
- Regulatory AUM
- $164M
- AUM share
- 100%
- Avg. per client
- $1.82M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Ehb Financial Resources Management charges 0.50%–1.00% a year for its Investment Supervisory Services. The fee is billed in arrears and is not negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Accounting and Tax Services
- Accounting services, including tax preparation, bookkeeping and pension accounting, are billed separately from the supervisory fee; the brochure states no rate.
Kurt Ebner owns 75% or more of Ehb Financial Resources Management. The leadership team of Ehb Financial Resources Management includes President Kurt Ebner. It has 2 employees, 1 of them in advisory roles.
Staff
- 2 employees
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Ehb Financial Resources Management, Inc.
Kurt Ebner
Control person · since August 1985
Ehb Financial Resources Management’s regulatory assets grew from $130M (February 2022) to $164M (February 2026); clients rose from 85 to 90 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Feb 2026February 2026 | $164M | 90 | 2 | 1 |
| Feb 2025February 2025 | $152M | 80 | 2 | 1 |
| Jan 2024January 2024 | $135M | 85 | 2 | 1 |
| Feb 2023February 2023 | $124M | 85 | 2 | 1 |
| Feb 2022February 2022 | $130M | 85 | 2 | 1 |
Besides its headquarters, Ehb Financial Resources Management has 0 offices, with 1 listed address in 1 state.
Pennsylvania · 1 listed address
- 211 Welsh Pool Road, Suite 110, ExtonHQ
Contact and registration details
- Legal name
- Ehb Financial Resources Management, Inc.
- Headquarters
- 211 Welsh Pool Road, Suite 110, Exton, PA 19341
- Website
- Not reported
- Phone
- 610-594-2701
- SEC file
- 801-123260
- Structure
- Pennsylvania corporation
- Fiscal year end
- December
Ehb Financial Resources Management’s named custodian for separately managed accounts is Charles Schwab ($81M). Ehb Financial Resources Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $81M100%
At year end, Ehb Financial Resources Management’s separately managed accounts were mostly in stocks (78%) and funds (11%).
What the accounts hold
- Stocks78%
- Funds11%
- Bonds7%
- Cash4%
How many clients does Ehb Financial Resources Management have?
Ehb Financial Resources Management has 90 clients and manages $164 million for them, as of February 2026. They include 55 individual clients and 35 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 6 February 2026
What services does Ehb Financial Resources Management offer?
Ehb Financial Resources Management provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Ehb Financial Resources Management charge?
Ehb Financial Resources Management charges 0.50%–1.00% a year for its Investment Supervisory Services. The fee is billed in arrears and is not negotiable.
Which custodians does Ehb Financial Resources Management use?
Ehb Financial Resources Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $81M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 February 2026
How many financial advisors does Ehb Financial Resources Management have?
Ehb Financial Resources Management has 1 investment adviser representative registered with state securities authorities, out of 2 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Ehb Financial Resources Management invest in?
At the end of its last fiscal year, Ehb Financial Resources Management’s separately managed accounts held 78% exchange-traded equities, 11% registered funds (mutual funds, ETFs, BDCs), 7% U.S. government and agency bonds and 4% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Ehb Financial Resources Management?
Ehb Financial Resources Management’s direct owner is Kurt Ebner (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 6 February 2026
How does Ehb Financial Resources Management get paid?
Ehb Financial Resources Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Ehb Financial Resources Management?
Ehb Financial Resources Management’s main office is at 211 Welsh Pool Road, Suite 110, Exton, PA 19341. Its phone number is 610-594-2701.