{
  "crd_number": 281039,
  "slug": "ekon-advisors-llc-st-louis-mo-281039",
  "primary_business_name": "EKON ADVISORS, LLC",
  "legal_name": "EKON ADVISORS, LLC",
  "dbas": [],
  "city": "St. Louis",
  "state": "MO",
  "country": "United States",
  "cbsa_code": "41180",
  "metro": {
    "cbsa_code": "41180",
    "common_name": "St. Louis",
    "msa_name": "St. Louis, MO-IL",
    "path": "/advisors/mo/st-louis"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2015-10-15",
  "years_registered": 10,
  "period": "2026-10-01",
  "filing_date": "2026-03-04",
  "carried_forward": false,
  "raum_total": 219757130.0,
  "raum_discretionary": 110032622.0,
  "raum_non_discretionary": 109724508.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 0.0,
      "count": 0
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 8479444.0,
      "count": 1,
      "fewer_than_5": true
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 211277686.0,
      "count": 14
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 0.0,
      "count": 0
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "other",
    "pension_consulting",
    "portfolio_management_businesses_institutional"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "IL",
    "MO",
    "OR"
  ],
  "websites": [
    "https://ekonadvisors.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/281039",
  "city_as_filed": "ST. LOUIS",
  "url": "https://advisorcensus.com/firm/ekon-advisors-llc-st-louis-mo-281039",
  "display_name": "Ekon Advisors, LLC",
  "summary": "Ekon Advisors, LLC is an SEC-registered investment advisory firm in St. Louis, MO, registered since 2015, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 4, 2026.",
  "citation": "AdvisorCensus. Ekon Advisors, LLC (CRD 281039): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Ekon Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Ekon Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other."
    },
    {
      "q": "Where is Ekon Advisors, LLC located?",
      "a": "Ekon Advisors, LLC's principal office is in St. Louis, MO, according to its Form ADV."
    },
    {
      "q": "Is Ekon Advisors, LLC registered with the SEC or a state?",
      "a": "Ekon Advisors, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 281039."
    },
    {
      "q": "How much does Ekon Advisors, LLC manage?",
      "a": "Ekon Advisors, LLC reports $219,757,130 in regulatory assets under management in its Form ADV filing dated March 4, 2026 (50% discretionary)."
    },
    {
      "q": "How have Ekon Advisors, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Ekon Advisors, LLC: Regulatory assets under management: $347,268,262 in the October 2021 data and $219,757,130 in the October 2026 data, down 37%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Ekon Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (14); state or municipal government entities (including government pension plans) (1)."
    },
    {
      "q": "Which custodians does Ekon Advisors, LLC use?",
      "a": "Ekon Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Busey Wealth Management, Matrix Trust Company and Vanguard Group as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Ekon Advisors, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/281039"
    },
    {
      "q": "Does Ekon Advisors, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 4, 2026 says: \"There is no minimum account size.\" \"Ekon Advisors does not require minimum account size or minimum fees. However, a fee for small clients may be written into the individual client’s agreement.\""
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 347268262.0,
      "total_employees": 3,
      "filing_date": "2021-06-28"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 218629821.0,
      "total_employees": 3,
      "filing_date": "2022-03-14"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 181047487.0,
      "total_employees": 3,
      "filing_date": "2023-03-14"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 203589278.0,
      "total_employees": 3,
      "filing_date": "2024-06-13"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 206884508.0,
      "total_employees": 3,
      "filing_date": "2025-03-07"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 219757130.0,
      "total_employees": 3,
      "filing_date": "2026-03-04"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 4, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "None",
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "There is no minimum account size.",
          "Ekon Advisors does not require minimum account size or minimum fees. However, a fee for small clients may be written into the individual client’s agreement."
        ]
      },
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: None"
        ],
        "quotes": [
          "Ekon Advisors does not require minimum account size or minimum fees. However, a fee for small clients may be written into the individual client’s agreement."
        ]
      }
    ],
    "quotes": [
      "There is no minimum account size.",
      "Ekon Advisors does not require minimum account size or minimum fees. However, a fee for small clients may be written into the individual client’s agreement.",
      "Ekon Advisors does not require minimum account size or minimum fees. However, a fee for small clients may be written into the individual client’s agreement."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Busey Wealth Management",
      "name_as_filed": "BUSEY WEALTH MANAGEMENT",
      "affiliated": false
    },
    {
      "name": "Matrix Trust Company",
      "name_as_filed": "MATRIX TRUST COMPANY",
      "affiliated": false
    },
    {
      "name": "Vanguard Group",
      "name_as_filed": "VANGUARD GROUP",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/ekon-advisors-llc-st-louis-mo-281039.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 14,
      "fewer_than_5": false,
      "raum": 211277686.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 1,
      "fewer_than_5": true,
      "raum": 8479444.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/281039",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}