# Elgon Financial Advisors

> Elgon Financial Advisors is a state-registered investment advisory firm in Austin, TX, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 4, 2026.

- CRD: 310458
- Filed as: ELGON FINANCIAL ADVISORS
- Legal name: Elgon Financial Advisors LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Austin, TX
- Filing period: October 2026
- Form ADV filing dated: September 4, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/310458
- AdvisorCensus page: https://advisorcensus.com/firm/elgon-financial-advisors-austin-tx-310458

## Quick answers

**How is Elgon Financial Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Elgon Financial Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Elgon Financial Advisors located?**
Elgon Financial Advisors' principal office is in Austin, TX, according to its Form ADV.

**Is Elgon Financial Advisors registered with the SEC or a state?**
Elgon Financial Advisors is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 310458.

**How much does Elgon Financial Advisors manage?**
Elgon Financial Advisors reports $9,345,521 in regulatory assets under management in its Form ADV filing dated September 4, 2026 (100% discretionary).

**What types of clients does Elgon Financial Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (10); high net worth individuals (7).

**Does Elgon Financial Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/310458

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $9,345,521
- Discretionary: $9,345,521
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $3,994,134 |
| High net worth individuals | 7 | $5,351,387 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- elgonfa.com
- Facebook @elgonfinancial
- Instagram @janemephamcfp
- LinkedIn @elgonfinancialadvisors
- LinkedIn @janemepham
- X @ElgonFinancial
- YouTube @UCpm_Krk0d87_jB6zxMGoNVg

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Elgon Financial Advisors (CRD 310458): Form ADV filing data as of October 2026.