ETON ADVISORS

RIASEC RegisteredEst. 2017

Total AUM

$1.9B

Discretionary

$1.4B

75% of AUM

Avg account

$13.1M

Accounts

144

Employees

Advisory reps

Firm details

Headquarters: CHAPEL HILL, North Carolina
CRD number: 289395
Registered since: August 25, 2017
Website: etonadvisors.com
Custodians: THE BANK OF NEW YORK MELLON, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: Corporations / Businesses39.62%
HNWI37.5%
Other10.92%
Pooled Investment Vehicles8.25%
Charitable Organizations2.07%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Eton Advisors is an independent registered investment adviser formed as an LLC and active since 2017. The firm operates as a capital allocator for both high-net-worth individuals and institutional clients, blending discretionary portfolio management with advisory services, financial planning and publication of market commentary. Its investment activity leans toward active equity management delivered through separately managed accounts and ETFs, while also maintaining direct involvement in pooled vehicles and third‑party manager selection. Eton Advisors holds CPO/CTA-related registrations and lists a range of industry affiliations that allow it to access futures, structured products and other traded strategies. That regulatory and affiliation footprint supports a multi-vehicle approach: direct SMA management, sponsor/manager roles in pooled vehicles, and allocator relationships with external alternative managers. The firm is not positioned as an ESG investor based on its disclosures.