{"url":"https://nivawealth.com/firms/ehb-financial-resources-management-116186","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/116186","regulatoryAum":164000000,"crd":"116186","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"1102800","suffix":null,"lastName":"EBNER","firstName":"KURT","middleName":"M"}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2022-02-02","regulatoryAum":129700000,"clients":85,"employees":2,"offices":1},{"filedOn":"2023-02-25","regulatoryAum":124400000,"clients":85,"employees":2,"offices":1},{"filedOn":"2024-01-23","regulatoryAum":134600000,"clients":85,"employees":2,"offices":1},{"filedOn":"2025-02-05","regulatoryAum":152000000,"clients":80,"employees":2,"offices":1},{"filedOn":"2026-02-06","regulatoryAum":164000000,"clients":90,"employees":2,"offices":1}],"secFileNumber":"801-123260","legalName":"Ehb Financial Resources Management, Inc.","displayName":"Ehb Financial Resources Management","slug":"ehb-financial-resources-management-116186","website":null,"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Pennsylvania corporation","fiscalYearEnd":"December","headquarters":{"street":"211 Welsh Pool Road, Suite 110","city":"Exton","state":"PA","stateName":"Pennsylvania","country":"United States","postalCode":"19341"},"tradeNames":[],"registration":{"secApproved":"23 February 2022","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1822222.2222222222,"staff":{"employees":2,"advisory":1,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":164000000,"discretionary":0,"discretionaryAccounts":0,"nonDiscretionary":164000000,"nonDiscretionaryAccounts":90,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":55,"regulatoryAum":39000000},{"label":"High-net-worth individuals","clients":35,"regulatoryAum":125000000}],"feePrograms":[{"role":"main","program":"Investment Supervisory Services","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004453","versionId":1004453,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-01-28","documentName":"BROCHURE 2026","fee_rate_low":0.5,"fee_rate_high":1,"fee_negotiable":false,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Accounting and Tax Services","summary":"Accounting services, including tax preparation, bookkeeping and pension accounting, are billed separately from the supervisory fee; the brochure states no rate.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004453","versionId":1004453,"submittedOn":"2026-01-28","documentName":"BROCHURE 2026"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T12:22:12.160112+00:00","documents":[{"name":"BROCHURE 2026","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004453","versionId":1004453,"submittedOn":"2026-01-28"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":81000000}],"custodyNote":"Ehb Financial Resources Management does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Kurt Ebner","title":"President, Chief Compliance Officer","crd":"1102800"}],"ownership":[{"label":"Kurt Ebner","detail":"President, chief compliance officer in the 75% or more ownership band and a control person, since August 1985."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Pennsylvania","offices":1,"addresses":[{"street":"211 Welsh Pool Road, Suite 110","city":"Exton","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"610-594-2701","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Other"],"financialPlanningClients":"51-100","assetMix":[{"label":"Exchange-traded equity securities","percent":78},{"label":"U.S. government/agency bonds","percent":7},{"label":"Securities issued by registered investment companies or business development companies","percent":11},{"label":"Cash and cash equivalents","percent":4}],"privateFunds":0},"sources":{"adv1FilingDate":"6 February 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/116186/PDF/116186.pdf","brochureDate":"28 January 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004453","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Ehb Financial Resources Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Ehb Financial Resources Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Ehb Financial Resources Management charge?","answer":"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.","source":"BROCHURE 2026, filed 28 January 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Ehb Financial Resources Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Ehb Financial Resources Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Ehb Financial Resources Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Ehb Financial Resources Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Ehb Financial Resources Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Ehb Financial Resources Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 6 February 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}