Eltekon Advisors, LLC

RIASEC RegisteredEst. 2022

Total AUM

$340M

Discretionary

$335M

99% of AUM

Avg account

$378K

Accounts

900

Employees

Advisory reps

Firm details

Headquarters: West Lake Hills, Texas
CRD number: 115371
Registered since: March 11, 2022
Website: www.eltekon.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI52.94%
Individuals39.78%
Corporations / Businesses5.88%
Insurance Companies1.4%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Eltekon Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2022. The firm serves both individual and family clients as well as institutional relationships, offering a mix of financial planning and portfolio management services across retail and business/institutional segments. Its advisory scope includes retirement and pension consulting, selection of other advisers, and traditional planning engagements. Eltekon also operates as an insurance broker and sells other financial products, and it charges clients using a combination of asset-based fees, hourly fees, fixed fees and other arrangements. The firm is a capital allocator that sources third-party managers rather than running a large in-house alternatives platform, and it currently does not identify as an active ESG investor. Operations appear to run from a single office.