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DALE K. EHRHART, INC.
CRD 35971File 801-13542
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$648.8M
Above cohort median (national)
Discretionary AUM
$582.6M
Non-discretionary $66.1M
Clients
139
309 accounts
Employees
6
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Feb 17, 1978
- Principal office
- 100 W VENICE AVE, SUITE G, VENICE, FL, 34285
- Phone
- 941-485-8220
- Website
- https://www.dkeinc.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $648.8M
- Discretionary AUM
- $582.6M
- Non-discretionary AUM
- $66.1M
- Discretionary accounts
- 269
- Non-discretionary accounts
- 40
- Total accounts
- 309
- AUM per client
- $4.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 11 | $98.0M |
| Charitable organizations | 11 | $47.1M |
| High net worth individuals | 92 | $494.6M |
| Pension and profit sharing plans | Fewer than 5 | $2.5M |
| Individuals (other than high net worth individuals) | 22 | $6.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11H2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 7 | 6 | decreased by1 |
| Apr 1, 2026 | Clients | 121 | 139 | increased by18 |
| Apr 1, 2026 | AUM | $561,522,571 | $648,772,602 | increased by$87,250,031 |
| Apr 1, 2026 | Accounts | 288 | 309 | increased by21 |
| Mar 1, 2026 | Disclosures | No | Yes | |
| Dec 1, 2025 vs May 1, 2025 | Employees | 6 | 7 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 6 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 130 | 121 | decreased by9 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $672,798,333 | $561,522,571 | decreased by$111,275,762 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 301 | 288 | decreased by13 |
| Apr 1, 2022 | Clients | 155 | 130 | decreased by25 |
| Apr 1, 2022 | AUM | $622,977,336 | $672,798,333 | increased by$49,820,997 |
| Apr 1, 2022 | Accounts | 366 | 301 | decreased by65 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “DALE EHRHART” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“DALE EHRHART” may also match similarly-named firms). Confirm identity against each filing.
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.