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⚲
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| Eltekon Advisors LLC
✚
|
|
|---|---|
| CRD # | 115371 |
| SEC # | 801-123415 |
| CIK # | |
| AUM | $300.0 M (2025-04-24) |
| Employees | 8 (88% Investors, 0% Brokers) |
| Phone | 512-477-3200 |
| Address | 3839 Bee Caves Rd West Lake Hills, TX 78746 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 292 | 161.1 |
| (b) Individuals (high net worth individuals) | 50 | 125.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 4.4 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 17 | 9.5 |
| (n) Other | 0 | 0.0 |
| Total | 715 | 300.0 |
| By Discretionary | ||
| Discretionary | 615 | 293.0 |
| Non-Discretionary | 100 | 7.0 |
| Total | 715 | 300.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.8 | |
| United States Persons | 299.2 | |
| Total | 715 | 300.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Blackston's Financial Advisory Group LLC
✚
|
FL | 0.3 |
|
BCO Wealth Management LLC
✚
|
NM | 0.3 |
|
Wealthharbor Capital Group LLC
✚
|
LA | 0.3 |
|
Topel & Distasi Wealth Management LLC
✚
|
CA | 0.3 |
|
Croak Asset Management LLC
✚
|
OH | 0.3 |
|
Willow Grove Advisors LLC
✚
|
CA | 0.3 |
|
Premia Global Advisors LLC
✚
|
FL | 0.3 |
|
Gen-Wealth Partners Inc
✚
|
MI | 0.3 |
|
M Group Investment Advisor LLC
✚
|
0.3 | |
|
Solano Wealth Investment Advisors LLC
✚
|
CA | 0.3 |