Investment adviser · CRD 115371
ELTEKON ADVISORS, LLC.
Investment adviser filing (IA)
WEST LAKE HILLS, TX, United States · Form ADV filed Aug 25, 2026
- Regulatory AUM
- $340M Form ADV · Item 5.F
- Client accounts
- 900 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 8 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 60 | $180,000,000 | 52.9% |
| Individuals | 419 | $135,250,000 | 39.8% |
| Corporations & businesses | 20 | $20,000,000 | 5.9% |
| Insurance companies | Fewer than 5 | $4,750,000 | 1.4% |
Filing source
Form ADV 2127102 · Aug 25, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 25, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
3839 BEE CAVES RD, SUITE 120WEST LAKE HILLS, TX, 78746, United States
CRD 115371
Filing source
Form ADV 2127102 · Aug 25, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.