DALE K. EHRHART, INC.
CRD #35971 SEC #801-13542 VENICE, FL 941-485-8220
SEC Registered
Total AUM
$561.5M
Discretionary
$518.3M
Employees
7
Clients
--
Accounts
288
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $561.5M | $518.3M | $43.2M | 7 | 0 |
| Mar 2025 | $561.5M | $518.3M | $43.2M | 6 | 0 |
| Jun 2024 | $536.6M | $498M | $38.6M | 6 | 0 |
| Mar 2024 | $536.6M | $498M | $38.6M | 5 | 0 |
| Jan 2024 | $605M | $442.3M | $162.8M | 5 | 0 |
| Mar 2023 | $605M | $442.3M | $162.8M | 4 | 0 |
| Mar 2022 | $672.8M | $484.3M | $188.4M | 4 | 0 |
| Nov 2021 | $623M | $502.6M | $120.4M | 4 | 0 |
| Nov 2021 | $623M | $502.6M | $120.4M | 4 | 0 |
| Apr 2021 | $623M | $502.6M | $120.4M | 4 | 0 |
| Mar 2021 | $623M | $502.6M | $120.4M | 5 | 0 |
| May 2020 | $630.2M | $506.2M | $123.9M | 5 | 0 |
| May 2020 | $630.2M | $506.2M | $123.9M | 5 | 0 |
| Mar 2020 | $630.2M | $506.2M | $123.9M | 5 | 0 |
| Mar 2019 | $569.7M | $442.2M | $127.5M | 5 | 0 |
| Mar 2019 | $569.7M | $442.2M | $127.5M | 5 | 0 |
| Nov 2018 | $627.6M | $509.8M | $117.9M | 5 | 0 |
| Nov 2018 | $627.6M | $509.8M | $117.9M | 5 | 0 |
| Jun 2018 | $627.6M | $509.8M | $117.9M | 5 | 0 |
| Jun 2018 | $627.6M | $509.8M | $117.9M | 5 | 0 |
| Mar 2018 | $627.6M | $509.8M | $117.9M | 5 | 0 |
| Mar 2018 | $627.6M | $509.8M | $117.9M | 6 | 0 |
| Mar 2018 | $627.6M | $509.8M | $117.9M | 6 | 0 |
| Dec 2017 | $638.4M | $578.8M | $59.6M | 6 | 260 |
| Jul 2017 | $1.1B | $1.1B | $1.3M | 7 | 800 |
| Apr 2017 | $1.1B | $1.1B | $1.3M | 7 | 800 |
| Mar 2016 | $1B | $951.1M | $51M | 7 | 700 |
| Mar 2015 | $1.1B | $1B | $10.9M | 7 | 600 |
| Feb 2015 | $971.6M | $939.6M | $32M | 7 | 600 |
| Jul 2014 | $971.6M | $939.6M | $32M | 6 | 600 |
| Mar 2014 | $971.6M | $939.6M | $32M | 6 | 600 |
| Jan 2014 | $829.4M | $816.4M | $13M | 6 | 600 |
| Apr 2013 | $829.4M | $816.4M | $13M | 6 | 600 |
| Apr 2013 | $829.4M | $816.4M | $13M | 6 | 600 |
| Mar 2013 | $829.4M | $816.4M | $13M | 6 | 600 |
| Jan 2013 | $799.2M | $784.6M | $14.6M | 6 | 600 |
| Oct 2012 | $799.2M | $784.6M | $14.6M | 6 | 600 |
| Mar 2012 | $799.2M | $784.6M | $14.6M | 6 | 600 |
| Apr 2011 | $670.7M | $661.1M | $9.6M | 10 | -- |
| Jan 2010 | $554.6M | $547.2M | $7.4M | 10 | -- |
| Apr 2009 | $450.4M | $443.9M | $6.5M | -- | -- |
| Mar 2009 | $450.4M | $443.9M | $6.5M | -- | -- |
| Feb 2009 | $450.4M | $443.9M | $6.5M | -- | -- |
| Jan 2007 | $526.5M | $526.5M | $0 | -- | -- |
| Mar 2006 | $526.5M | $526.5M | $0 | 10 | -- |
| Apr 2004 | $518.1M | $443.1M | $75M | 10 | -- |
| Mar 2002 | $156.5M | $156.5M | $0 | 10 | -- |
| Jun 2001 | $111.8M | $111.8M | $0 | 10 | -- |
DateMay 2025
Total AUM$561.5M
Discretionary$518.3M
Non-Disc.$43.2M
Employees7
Clients0
DateMar 2025
Total AUM$561.5M
Discretionary$518.3M
Non-Disc.$43.2M
Employees6
Clients0
DateJun 2024
Total AUM$536.6M
Discretionary$498M
Non-Disc.$38.6M
Employees6
Clients0
DateMar 2024
Total AUM$536.6M
Discretionary$498M
Non-Disc.$38.6M
Employees5
Clients0
DateJan 2024
Total AUM$605M
Discretionary$442.3M
Non-Disc.$162.8M
Employees5
Clients0
DateMar 2023
Total AUM$605M
Discretionary$442.3M
Non-Disc.$162.8M
Employees4
Clients0
DateMar 2022
Total AUM$672.8M
Discretionary$484.3M
Non-Disc.$188.4M
Employees4
Clients0
DateNov 2021
Total AUM$623M
Discretionary$502.6M
Non-Disc.$120.4M
Employees4
Clients0
DateNov 2021
Total AUM$623M
Discretionary$502.6M
Non-Disc.$120.4M
Employees4
Clients0
DateApr 2021
Total AUM$623M
Discretionary$502.6M
Non-Disc.$120.4M
Employees4
Clients0
DateMar 2021
Total AUM$623M
Discretionary$502.6M
Non-Disc.$120.4M
Employees5
Clients0
DateMay 2020
Total AUM$630.2M
Discretionary$506.2M
Non-Disc.$123.9M
Employees5
Clients0
DateMay 2020
Total AUM$630.2M
Discretionary$506.2M
Non-Disc.$123.9M
Employees5
Clients0
DateMar 2020
Total AUM$630.2M
Discretionary$506.2M
Non-Disc.$123.9M
Employees5
Clients0
DateMar 2019
Total AUM$569.7M
Discretionary$442.2M
Non-Disc.$127.5M
Employees5
Clients0
DateMar 2019
Total AUM$569.7M
Discretionary$442.2M
Non-Disc.$127.5M
Employees5
Clients0
DateNov 2018
Total AUM$627.6M
Discretionary$509.8M
Non-Disc.$117.9M
Employees5
Clients0
DateNov 2018
Total AUM$627.6M
Discretionary$509.8M
Non-Disc.$117.9M
Employees5
Clients0
DateJun 2018
Total AUM$627.6M
Discretionary$509.8M
Non-Disc.$117.9M
Employees5
Clients0
DateJun 2018
Total AUM$627.6M
Discretionary$509.8M
Non-Disc.$117.9M
Employees5
Clients0
DateMar 2018
Total AUM$627.6M
Discretionary$509.8M
Non-Disc.$117.9M
Employees5
Clients0
DateMar 2018
Total AUM$627.6M
Discretionary$509.8M
Non-Disc.$117.9M
Employees6
Clients0
DateMar 2018
Total AUM$627.6M
Discretionary$509.8M
Non-Disc.$117.9M
Employees6
Clients0
DateDec 2017
Total AUM$638.4M
Discretionary$578.8M
Non-Disc.$59.6M
Employees6
Clients260
DateJul 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$1.3M
Employees7
Clients800
DateApr 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$1.3M
Employees7
Clients800
DateMar 2016
Total AUM$1B
Discretionary$951.1M
Non-Disc.$51M
Employees7
Clients700
DateMar 2015
Total AUM$1.1B
Discretionary$1B
Non-Disc.$10.9M
Employees7
Clients600
DateFeb 2015
Total AUM$971.6M
Discretionary$939.6M
Non-Disc.$32M
Employees7
Clients600
DateJul 2014
Total AUM$971.6M
Discretionary$939.6M
Non-Disc.$32M
Employees6
Clients600
DateMar 2014
Total AUM$971.6M
Discretionary$939.6M
Non-Disc.$32M
Employees6
Clients600
DateJan 2014
Total AUM$829.4M
Discretionary$816.4M
Non-Disc.$13M
Employees6
Clients600
DateApr 2013
Total AUM$829.4M
Discretionary$816.4M
Non-Disc.$13M
Employees6
Clients600
DateApr 2013
Total AUM$829.4M
Discretionary$816.4M
Non-Disc.$13M
Employees6
Clients600
DateMar 2013
Total AUM$829.4M
Discretionary$816.4M
Non-Disc.$13M
Employees6
Clients600
DateJan 2013
Total AUM$799.2M
Discretionary$784.6M
Non-Disc.$14.6M
Employees6
Clients600
DateOct 2012
Total AUM$799.2M
Discretionary$784.6M
Non-Disc.$14.6M
Employees6
Clients600
DateMar 2012
Total AUM$799.2M
Discretionary$784.6M
Non-Disc.$14.6M
Employees6
Clients600
DateApr 2011
Total AUM$670.7M
Discretionary$661.1M
Non-Disc.$9.6M
Employees10
Clients--
DateJan 2010
Total AUM$554.6M
Discretionary$547.2M
Non-Disc.$7.4M
Employees10
Clients--
DateApr 2009
Total AUM$450.4M
Discretionary$443.9M
Non-Disc.$6.5M
Employees--
Clients--
DateMar 2009
Total AUM$450.4M
Discretionary$443.9M
Non-Disc.$6.5M
Employees--
Clients--
DateFeb 2009
Total AUM$450.4M
Discretionary$443.9M
Non-Disc.$6.5M
Employees--
Clients--
DateJan 2007
Total AUM$526.5M
Discretionary$526.5M
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$526.5M
Discretionary$526.5M
Non-Disc.$0
Employees10
Clients--
DateApr 2004
Total AUM$518.1M
Discretionary$443.1M
Non-Disc.$75M
Employees10
Clients--
DateMar 2002
Total AUM$156.5M
Discretionary$156.5M
Non-Disc.$0
Employees10
Clients--
DateJun 2001
Total AUM$111.8M
Discretionary$111.8M
Non-Disc.$0
Employees10
Clients--