RIA Intel›Advisers›Illinois›EBH FINANCIAL, INC.

EBH FINANCIAL, INC.

Advisory

IL

Data as of Mar 16, 2026 · Source: SEC Form ADV

Rank in IL
#1,272
of 1,719 advisers by AUM
Average account
$358K
across 109 accounts
AUM per adviser
$39M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 16, 2026.

Total AUM
$39M
Discretionary %
100%
Clients
75
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$39M
Discretionary AUM$39M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients75
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InIL, WI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IL

Closest by assets under management. All figures from Form ADV.

DOGWOOD HOLDINGS, LLC
NORTHBROOK, IL
$39M
CORTLAND CAPITAL INVESTMENT SERVICES LLC
CHICAGO, IL
$39M
RIVERBEND PLANNING GROUP LLC
CHICAGO, IL
$39M
SWIFT CAPITAL MANAGEMENT CORPORATION
CHICAGO, IL
$39M
+55.0% 1Y
EVERETT WEALTH SOLUTIONS, INC
FOREST PARK, IL
$39M
EXCELSIOR CAPITAL MANAGEMENT, LLC
CHICAGO, IL
$39M

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