E
Ebbert Asset Management, Lp
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,312,496
Clients
11
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
11
LowAverage account size
$119,318
About
Ebbert Asset Management, LP provides personalized investment management and financial planning to individuals and small businesses on a fee-only basis, offering asset-management agreements and hourly planning engagements. The firm generally charges percentage-of-assets fees billed quarterly and states a $500,000 account minimum (with discretionary waivers available).
The adviser accepts discretionary trading authority and describes market timing as a primary strategy, with portfolios that may include equities, mutual funds, ETFs (including inverse funds), short sales, options and margin when appropriate. Security selection uses a mix of fundamental, technical, charting and cyclical analysis, and clients receive account statements directly from custodians rather than firm-prepared performance reports.
A notable feature is the firm’s affiliation with an accounting practice: the firm’s principal also practices public accountancy, holds CPA/PFS and enrolled agent credentials, provides tax representation before the IRS, and sells insurance products — relationships and potential commission conflicts are disclosed in the brochure. That combination of accounting and tax credentials, insurance activity, and an emphasis on active/market-timing strategies on a small, solo-practitioner platform distinguishes the firm from many independent peers.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Active portfolio management
Occupation focus
Self-Employed
Founder/Business Owner
Fee options
$0+: 0.50% +: 2.50%
$250 per hour for investment planning services
Account minimum: $500,000 Fee-only: Fee-only investment management firm; no commissions or finders fees accepted.
Main office location
Ebbert Asset Management, Lp
9815 Cogdill Rd, Suite 1
Knoxville TN 37932, United States
Number of offices
1
Most active in
Ebbert Asset Management, Lp has reported serving >5 clients in these states in the last 12 months.
Tennessee
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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