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ELTEKON ADVISORS, LLC.
CRD 115371 · SEC 801-123415
3839 BEE CAVES RD, SUITE 120, WEST LAKE HILLS, TX, 78746, United States
Phone
512-477-3200
Fax
512-477-3201
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$340.0M
Discretionary AUM
$335.0M
Team
7 total employees; 7 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees; FEES THAT MAY BE A PERCENTAGE OF CLIENT GROSS INCOME/NET WORTH.
Org form
Limited Liability Company
Filing date
2026-02-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 419 | $135.3M |
| High net worth individuals | 60 | $180.0M |
| Insurance companies | 1 | $4.8M |
| Corporations/business entities | 20 | $20.0M |
States served
CA, CO, GA, LA, NC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD