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ERBEN ASSOCIATES, LLC
CRD 148703File 801-114578
APPROVED
Retail clients
Filing as of Mar 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$402.5M
Below cohort median (national)
Discretionary AUM
$402.5M
Clients
128
957 accounts
Employees
10
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jan 28, 2019
- Principal office
- 300 BEARDSLEY LANE, BLDG. D, SUITE 200, AUSTIN, TX, 78746
- Phone
- 512-402-0250
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $402.5M
- Discretionary AUM
- $402.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 957
- Non-discretionary accounts
- 0
- Total accounts
- 957
- AUM per client
- $3.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 55 | $277.7M |
| High net worth individuals | 52 | $104.6M |
| Individuals (other than high net worth individuals) | 21 | $20.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — % OF ASSETS UNDER ADVISEMENT; SOLICITOR'S FEE
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.