# Ehrlich Financial Group

> Ehrlich Financial Group is an SEC-registered investment advisory firm in Laguna Niguel, CA, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 28, 2026.

- CRD: 325595
- Filed as: EHRLICH FINANCIAL GROUP
- Legal name: The Ehrlich Group LLC
- Also doing business as: EHRLICH FINANCIAL GROUP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Laguna Niguel, CA
- Filing period: October 2026
- Form ADV filing dated: January 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/325595
- AdvisorCensus page: https://advisorcensus.com/firm/ehrlich-financial-group-laguna-niguel-ca-325595

## Quick answers

**How is Ehrlich Financial Group compensated?**
On its Form ADV (Item 5.E, October 2026), Ehrlich Financial Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**What does Ehrlich Financial Group's brochure say about its fees?**
Its Form ADV Part 2A brochure dated January 28, 2026 states: Asset-based fee: 0.4% to 2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Ehrlich Financial Group located?**
Ehrlich Financial Group's principal office is in Laguna Niguel, CA, according to its Form ADV.

**Is Ehrlich Financial Group registered with the SEC or a state?**
Ehrlich Financial Group is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 325595.

**How much does Ehrlich Financial Group manage?**
Ehrlich Financial Group reports $250,145,300 in regulatory assets under management in its Form ADV filing dated January 28, 2026 (100% discretionary).

**How have Ehrlich Financial Group's assets and staff changed since 2023?**
In the Form ADV data for Ehrlich Financial Group: Regulatory assets under management: $168,181,073 in the October 2023 data and $250,145,300 in the October 2026 data, up 49%. Total employees: 5 in October 2023 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Ehrlich Financial Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (125); high net worth individuals (82).

**Which custodians does Ehrlich Financial Group use?**
Ehrlich Financial Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Ehrlich Financial Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/325595

**Does Ehrlich Financial Group state an account minimum?**
Its Form ADV Part 2A brochure dated January 28, 2026 says: "Ehrlich Financial Group generally requires a minimum relationship size of $250,000 to effectively implement its investment process."

**What changed in Ehrlich Financial Group's recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $225,832,244 to $250,145,300 (+11%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated January 28, 2026)

- Asset-based fee: 0.4% to 2% a year (a range, as the brochure states it)

> Investment advisory fees range from .40% to 2.00% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor.

- Account minimum: $250,000

> Ehrlich Financial Group generally requires a minimum relationship size of $250,000 to effectively implement its investment process.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $250,145,300
- Discretionary: $250,145,300
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 125 | $54,428,412 |
| High net worth individuals | 82 | $195,716,888 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, NE, NH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ehrlichfg.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $168,181,073 | 5 | August 30, 2023 |
| October 2024 | $189,259,222 | 5 | September 26, 2024 |
| October 2025 | $225,832,244 | 6 | June 23, 2025 |
| October 2026 | $250,145,300 | 5 | January 28, 2026 |

Regulatory assets under management: $168,181,073 in the October 2023 data and $250,145,300 in the October 2026 data, up 49%.
Total employees: 5 in October 2023 and 5 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $225,832,244 to $250,145,300 (+11%).

### January 2026
- Employees performing advisory functions went from 5 to 4.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ehrlich Financial Group (CRD 325595): Form ADV filing data as of October 2026.