ELTEKON ADVISORS, LLC.
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
FINTRXOverview
Eltekon Advisors, LLC is an independent registered investment adviser that positions itself as a capital allocator for both individual/family and institutional clients. Registered with the SEC in 2022, the firm provides a mix of financial planning and discretionary portfolio management across household and business accounts, and it also offers pension consulting and adviser-selection services. In addition to advisory work, the firm conducts insurance brokerage and other financial product sales, which are integrated into its planning and portfolio conversations. The firm favors liquid public equity exposure as its single largest asset category while maintaining the capability to deploy capital into less liquid strategies through third‑party managers. Fee arrangements are flexible—ranging from percentage-of-AUM to hourly and fixed fees—allowing tailored billing for different client types and engagements. Eltekon is not an active ESG investor and currently operates under a single-state registration structure.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities39%
- Public Funds/Mutual Funds19%
- Private Funds18%
- Other15%
- Cash & Cash Equivalents7%
Owners & executives
1 of 1MARK MANGUM
CEO & Co-FounderCRD 2237473
Contacts
3 of 6Charles Novy
Investment Adviser RepresentativeCRD 7971794
Max Mangum
Director of TradingCRD 7288830
BRENT BEESLEY
DirectorCRD 2387723
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WEST LAKE HILLS, TX
TRAVIS
Location
WEST LAKE HILLS, TX
Headquartered in WEST LAKE HILLS, TX, in the South of the United States.
- Region
- South
- County
- TRAVIS
- Address
- 3839 Bee Caves Rd
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
AVONDALE WEALTH MANAGEMENT LLC
RIAWEST LAKE HILLS, TX
FOUNDER FAMILY FINANCIAL, LLC
RIAWEST LAKE HILLS, TX
BRIDGEFRONT CAPITAL, LLC
RIAWEST LAKE HILLS, TX
BROOKLINE WEALTH, LLC
RIAWEST LAKE HILLS, TX
CENTERGATE CAPITAL
RIAWEST LAKE HILLS, TX
SHADOWRIDGE ASSET MANAGEMENT, LLC
RIAWEST LAKE HILLS, TX