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| Keyboard |
| Eltekon Advisors LLC
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|---|---|
| CRD # | 115371 |
| SEC # | 801-123415 |
| CIK # | |
| AUM | 340.0 M (2026-02-18) |
| Employees | 7 (100% 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) | 419 | 135.2 |
| (b) Individuals (high net worth individuals) | 60 | 180.0 |
| (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 | 4.8 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 20 | 20.0 |
| (n) Other | 0 | 0.0 |
| Total | 900 | 340.0 |
| By Discretionary | ||
| Discretionary | 850 | 335.0 |
| Non-Discretionary | 50 | 5.0 |
| Total | 900 | 340.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.8 | |
| United States Persons | 339.2 | |
| Total | 900 | 340.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
RM Private Wealth Management Inc
✚
|
FL | 340.9 M |
|
Premia Global Advisors LLC
✚
|
FL | 340.8 M |
|
Cap Six Advisors LLC
✚
|
TX | 340.8 M |
|
Phillips Wealth Planners LLC
✚
|
MS | 340.8 M |
|
Gunpowder Capital Management LLC
✚
|
MD | 340.4 M |
|
Post Resch Tallon Group Inc
✚
|
NY | 340.2 M |
|
Quantum Portfolio Management LLC
✚
|
NY | 339.6 M |
|
AP Wealth Management LLC
✚
|
GA | 339.6 M |
|
Longview Asset Management LLC
✚
|
NM | 339.5 M |
|
Turning Point Benefit Group Inc
✚
|
MD | 339.4 M |