Eltekon Advisors LLC

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Assets, Funds, Holdings

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Eltekon Advisors LLC
CRD #115371
SEC #801-123415
CIK #
AUM $200.0 MM (2024-02-05)
Employees 6 (83% Investors, 0% Brokers)
Phone512-477-3200
Address3839 Bee Caves Rd
West Lake Hills, TX 78746
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
200160120804002001200920172025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 280 117.0
(b) Individuals (high net worth individuals) 34 76.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 1 4.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 5 3.0
(n) Other 0 0.0
Total 600 200.0
By Discretionary
Discretionary 100 135.0
Non-Discretionary 500 65.0
Total 600 200.0
By Non-United States Persons
Non-United States Persons 0.1
United States Persons 199.9
Total 600 200.0
Comparable Firms State AUM ($BB)
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GA 0.2
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WA 0.2
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MN 0.2
Firstrust LLC
FL 0.2
IFS Group LLC
PA 0.2
Union Heritage Capital
MI 0.2
Constitution Capital LLC
CT 0.2
The Aranda Group Advisors LLC
PA 0.2
Wolman Wealth Management Inc
CA 0.2
Schlindwein Associates LLC
TX 0.2
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