{
  "crd_number": 115371,
  "slug": "eltekon-advisors-llc-west-lake-hills-tx-115371",
  "primary_business_name": "ELTEKON ADVISORS, LLC.",
  "legal_name": "ELTEKON ADVISORS, LLC.",
  "dbas": [
    "ELTEKON"
  ],
  "city": "West Lake Hills",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "12420",
  "metro": {
    "cbsa_code": "12420",
    "common_name": "Austin",
    "msa_name": "Austin-Round Rock-San Marcos, TX",
    "path": "/advisors/tx/austin"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-03-11",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-08-25",
  "carried_forward": false,
  "raum_total": 340000000.0,
  "raum_discretionary": 335000000.0,
  "raum_non_discretionary": 5000000.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 8,
  "advisory_employees": 8,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": null,
      "count": 0
    },
    "charitable": {
      "raum": null,
      "count": 0
    },
    "individuals": {
      "raum": 135250000.0,
      "count": 419
    },
    "banking_thrift": {
      "raum": null,
      "count": 0
    },
    "state_municipal": {
      "raum": null,
      "count": 0
    },
    "insurance_companies": {
      "raum": 4750000.0,
      "count": 1,
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": null,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": null,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": null,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 180000000.0,
      "count": 60
    },
    "pooled_investment_vehicles": {
      "raum": null,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 20000000.0,
      "count": 20
    },
    "business_development_companies": {
      "raum": null,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": null,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "CA",
    "CO",
    "FL",
    "GA",
    "LA",
    "NC",
    "TX"
  ],
  "websites": [
    "https://eltekon.com",
    "https://linkedin.com/in/eltekon-advisors-31977b245"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/115371",
  "disclosure_items": [
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "WEST LAKE HILLS",
  "url": "https://advisorcensus.com/firm/eltekon-advisors-llc-west-lake-hills-tx-115371",
  "display_name": "Eltekon Advisors, LLC.",
  "summary": "Eltekon Advisors, LLC. is an SEC-registered investment advisory firm in West Lake Hills, TX, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 25, 2026.",
  "citation": "AdvisorCensus. Eltekon Advisors, LLC. (CRD 115371): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Eltekon Advisors, LLC. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Eltekon Advisors, LLC. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other."
    },
    {
      "q": "How much does Eltekon Advisors, LLC. charge?",
      "a": "Its Form ADV Part 2A brochure dated August 25, 2026 states: Hourly rate: $200 to $500 an hour (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Eltekon Advisors, LLC. located?",
      "a": "Eltekon Advisors, LLC.'s principal office is in West Lake Hills, TX, according to its Form ADV."
    },
    {
      "q": "Is Eltekon Advisors, LLC. registered with the SEC or a state?",
      "a": "Eltekon Advisors, LLC. is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 115371."
    },
    {
      "q": "How much does Eltekon Advisors, LLC. manage?",
      "a": "Eltekon Advisors, LLC. reports $340,000,000 in regulatory assets under management in its Form ADV filing dated August 25, 2026 (99% discretionary)."
    },
    {
      "q": "How have Eltekon Advisors, LLC.'s assets and staff changed since 2022?",
      "a": "In the Form ADV data for Eltekon Advisors, LLC.: Regulatory assets under management: $124,000,000 in the October 2022 data and $340,000,000 in the October 2026 data, up 174%. Total employees: 6 in October 2022 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Eltekon Advisors, LLC. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (419); high net worth individuals (60); corporations or other businesses not listed above (20)."
    },
    {
      "q": "Which custodians does Eltekon Advisors, LLC. use?",
      "a": "Eltekon Advisors, LLC.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Eltekon Advisors, LLC. report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/115371"
    },
    {
      "q": "What changed in Eltekon Advisors, LLC.'s recent Form ADV filings?",
      "a": "In the September 2026 filing data: Employees performing advisory functions went from 7 to 8."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 124000000.0,
      "total_employees": 6,
      "filing_date": "2022-07-22"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 144000000.0,
      "total_employees": 6,
      "filing_date": "2023-07-26"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 200000000.0,
      "total_employees": 7,
      "filing_date": "2024-09-30"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 300000000.0,
      "total_employees": 8,
      "filing_date": "2025-04-24"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 340000000.0,
      "total_employees": 8,
      "filing_date": "2026-08-25"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Employees performing advisory functions went from 7 to 8."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $300,000,000 to $340,000,000 (+13%).",
        "Registered or notice-filed in GA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated August 25, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $200 to $500 an hour (financial planning and consulting services)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $200 to $500 an hour (financial planning and consulting services)"
        ],
        "quotes": [
          "Hourly fee ranging from a minimum of $200 per hour to a maximum of $500 per hour"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": null,
          "min": 200.0,
          "max": 500.0,
          "period": "hour",
          "service": "financial planning and consulting services"
        }
      ]
    },
    "quotes": [
      "Hourly fee ranging from a minimum of $200 per hour to a maximum of $500 per hour"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "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/eltekon-advisors-llc-west-lake-hills-tx-115371.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 419,
      "fewer_than_5": false,
      "raum": 135250000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 60,
      "fewer_than_5": false,
      "raum": 180000000.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 1,
      "fewer_than_5": true,
      "raum": 4750000.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 20,
      "fewer_than_5": false,
      "raum": 20000000.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "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/115371",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}