Ervin Investment Management is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 27, 2026, reports $270M in regulatory assets under management, 3 employees, 2 offices, and 324 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 56.1% of total clients.
Top client categories% of clientsClients
1
HNWI
56.1%
55
2
Individuals
43.9%
43
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$270Mas of March 27, 2026
Discretionary99.4%
$268M
99% of total RAUM99.4%
Non-discretionary0.6%
$2M
1% of total RAUM0.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$270M
Total Accounts324
10Y AUM Change+$270M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee33:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.