ELTEKON ADVISORS, LLC.

RIASEC RegisteredEst. 2022
Total AUM
$340M
Discretionary
$335M
99% of AUM
Avg account
$378K
Accounts
900
Employees
7
Advisory reps
7

Firm details

Headquarters
WEST LAKE HILLS, Texas
CRD number
115371
Registered since
March 11, 2022
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 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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 39%, Public Funds/Mutual Funds 19%, Private Funds 18%, Other 15%, Cash & Cash Equivalents 7%, Non-Exchange Traded Equities 1%, Derivatives 1%39%
  • Exchange Traded Equities39%
  • Public Funds/Mutual Funds19%
  • Private Funds18%
  • Other15%
  • Cash & Cash Equivalents7%

Owners & executives

1 of 1
  • MARK MANGUM

    CEO & Co-FounderCRD 2237473

Contacts

3 of 6
  • Charles Novy

    Investment Adviser RepresentativeCRD 7971794

  • Max Mangum

    Director of TradingCRD 7288830

  • BRENT BEESLEY

    DirectorCRD 2387723

Unlock 3 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth