ELGETHUN CAPITAL MANAGEMENT

RIASEC RegisteredEst. 2006

Total AUM

$1.1B

Discretionary

$1.1B

100% of AUM

Avg account

$1.2M

Accounts

943

Employees

Advisory reps

Firm details

Headquarters: SIOUX FALLS, South Dakota
CRD number: 127616
Registered since: May 19, 2006
Website: www.elgethun.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI86.27%
Pooled Investment Vehicles7.54%
Individuals3.33%
Corporations / Businesses1.69%
Charitable Organizations1.05%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Elgethun Capital Management is an independent, SEC-registered investment adviser organized as a corporation and owned by an individual. The firm has been registered with the SEC since 2006 and serves both individual/family and institutional clients. Its client-facing services combine financial planning, portfolio management for individuals, small businesses, pooled vehicles and institutions, pension consulting, and investor education through periodicals and workshops. Fee arrangements are flexible and include asset-based fees, hourly and fixed fees, and performance-based structures. The firm does not identify as an active ESG investor and is not set up as a multi-state or related adviser capital allocator.