ERA Capital Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$34,200,000
Clients
127
4% 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
127
Very HighAverage account size
$269,291
About
Era Capital Management LLC provides discretionary investment management and related consulting to individuals (including high-net-worth clients), trusts, estates, charitable organizations, foundations, corporations and other entities. The firm offers portfolio construction, securities selection and periodic advisory projects on an hourly or fixed‑fee basis and does not impose a minimum account size.
The firm’s investment approach is model-driven and tailored to client objectives, relying primarily on proprietary technical, mathematical and statistical analysis to identify entry and exit points. Its suite of seven core models spans an individual-stock Strategic Growth Opportunities strategy (targeting fundamentally sound companies with market capitalizations above $2 billion), actively managed ETF and mutual fund equity and fixed‑income strategies, a high‑yield core fixed‑income option, and lower‑turnover “Prudent” portfolios.
Noteworthy features include acting as a subadviser to other advisors and operational use of Goldman Sachs Custody Solutions’ twice‑daily window trading with dollar‑based and fractional‑share execution, which affects trade timing and execution mechanics. The firm states it does not enter into soft‑dollar arrangements and is unaffiliated with broker‑dealers, and it routinely offers fixed or hourly consulting assignments in addition to discretionary management.
Client services
Portfolio management
Expertise
Active portfolio management
Passive / index investing
Concentrated stock management
Fee options
Customized fixed fees based on scope of project, negotiated in advance
$0 - $250,000: 1.50% annually $250,000 - $750,000: 1.25% annually $750,000+: 1.00% annually
$100 to $200 per hour
Main office location
ERA Capital Management LLC
Kennewick WA, United States
Number of offices
2
Most active in
ERA Capital Management LLC has reported serving >5 clients in these states in the last 12 months.
Texas · Washington
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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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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