ERBEN ASSOCIATES, LLC
CRD #148703 SEC #801-114578 AUSTIN, TX 512-402-0250
SEC Registered
Total AUM
$335.3M
Discretionary
$335.3M
Employees
10
Clients
26
Accounts
122
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $335.3M | $335.3M | $0 | 10 | 43 |
| Apr 2025 | $335.3M | $335.3M | $0 | 10 | 43 |
| Apr 2024 | $297.1M | $22.4M | $274.7M | 10 | 45 |
| Mar 2024 | $297.1M | $22.4M | $274.7M | 10 | 45 |
| Sep 2023 | $243.9M | $18.4M | $225.5M | 10 | 25 |
| Jul 2023 | $243.9M | $18.4M | $225.5M | 11 | 25 |
| Mar 2023 | $243.9M | $18.4M | $225.5M | 10 | 25 |
| Dec 2022 | $263M | $263M | $0 | 10 | 16 |
| Mar 2022 | $263M | $263M | $0 | 10 | 16 |
| Mar 2021 | $185M | $185M | $0 | 10 | 16 |
| Oct 2020 | $137.5M | $137.5M | $0 | 10 | 71 |
| Jul 2020 | $137.5M | $137.5M | $0 | 11 | 71 |
| Jun 2020 | $137.5M | $137.5M | $0 | 13 | 71 |
| Mar 2020 | $137.5M | $137.5M | $0 | 13 | 71 |
| Dec 2019 | $131.3M | $131.3M | $0 | 13 | 20 |
| Nov 2019 | $131.3M | $131.3M | $0 | 13 | 20 |
| Mar 2019 | $131.3M | $131.3M | $0 | 13 | 20 |
| Feb 2019 | $150.7M | $121.3M | $29.4M | 13 | 250 |
| Dec 2018 | $150.7M | $121.3M | $29.4M | 13 | 250 |
DateJul 2025
Total AUM$335.3M
Discretionary$335.3M
Non-Disc.$0
Employees10
Clients43
DateApr 2025
Total AUM$335.3M
Discretionary$335.3M
Non-Disc.$0
Employees10
Clients43
DateApr 2024
Total AUM$297.1M
Discretionary$22.4M
Non-Disc.$274.7M
Employees10
Clients45
DateMar 2024
Total AUM$297.1M
Discretionary$22.4M
Non-Disc.$274.7M
Employees10
Clients45
DateSep 2023
Total AUM$243.9M
Discretionary$18.4M
Non-Disc.$225.5M
Employees10
Clients25
DateJul 2023
Total AUM$243.9M
Discretionary$18.4M
Non-Disc.$225.5M
Employees11
Clients25
DateMar 2023
Total AUM$243.9M
Discretionary$18.4M
Non-Disc.$225.5M
Employees10
Clients25
DateDec 2022
Total AUM$263M
Discretionary$263M
Non-Disc.$0
Employees10
Clients16
DateMar 2022
Total AUM$263M
Discretionary$263M
Non-Disc.$0
Employees10
Clients16
DateMar 2021
Total AUM$185M
Discretionary$185M
Non-Disc.$0
Employees10
Clients16
DateOct 2020
Total AUM$137.5M
Discretionary$137.5M
Non-Disc.$0
Employees10
Clients71
DateJul 2020
Total AUM$137.5M
Discretionary$137.5M
Non-Disc.$0
Employees11
Clients71
DateJun 2020
Total AUM$137.5M
Discretionary$137.5M
Non-Disc.$0
Employees13
Clients71
DateMar 2020
Total AUM$137.5M
Discretionary$137.5M
Non-Disc.$0
Employees13
Clients71
DateDec 2019
Total AUM$131.3M
Discretionary$131.3M
Non-Disc.$0
Employees13
Clients20
DateNov 2019
Total AUM$131.3M
Discretionary$131.3M
Non-Disc.$0
Employees13
Clients20
DateMar 2019
Total AUM$131.3M
Discretionary$131.3M
Non-Disc.$0
Employees13
Clients20
DateFeb 2019
Total AUM$150.7M
Discretionary$121.3M
Non-Disc.$29.4M
Employees13
Clients250
DateDec 2018
Total AUM$150.7M
Discretionary$121.3M
Non-Disc.$29.4M
Employees13
Clients250