Ervin Investment Management
Ervin Investment Management is an SEC-registered ria with $269.9M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Ervin Investment Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 299739, SEC 801-114584, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $269.9M (2026-03-27)
- Firm type
- Ria
- Employees
- 3
- Clients
- 98
- CRD
- 299739
- Ownership
- Ervin, John, Robert; Ervin, Daniel, Jesse
How much AUM does Ervin Investment Management have?
Ervin Investment Management reported $269.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Ervin Investment Management?
Disclosed owners and executives of Ervin Investment Management include Ervin, John, Robert, Ervin, Daniel, Jesse. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.