Overview
Assets Under Management: $402 million
Headquarters: AUSTIN, TX
High-Net-Worth Clients: 52
Average Client Assets: $2.0 million
Frequently Asked Questions
ERBEN ASSOCIATES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #148703), ERBEN ASSOCIATES, LLC is subject to fiduciary duty under federal law.
ERBEN ASSOCIATES, LLC is headquartered in AUSTIN, TX.
ERBEN ASSOCIATES, LLC serves 52 high-net-worth clients according to their SEC filing dated March 25, 2026. View client details ↓
According to their SEC Form ADV, ERBEN ASSOCIATES, LLC offers financial planning, pension consulting services, and selection of other advisors. View all service details ↓
ERBEN ASSOCIATES, LLC manages $402 million in client assets according to their SEC filing dated March 25, 2026.
According to their SEC Form ADV, ERBEN ASSOCIATES, LLC serves pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 26.00%
Average Client Assets: $2.0 million
Total Client Accounts: 957
Discretionary Accounts: 957
Regulatory Filings
CRD Number: 148703
Filing ID: 2076266
Last Filing Date: 2026-03-25 15:11:07