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ELTEKON ADVISORS, LLC.
CRD 115371File 801-123415
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Feb 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$340.0M
Below cohort median (national)
Discretionary AUM
$335.0M
Non-discretionary $5.0M
Clients
500
900 accounts
Employees
7
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Mar 11, 2022
- Principal office
- 3839 BEE CAVES RD, SUITE 120, WEST LAKE HILLS, TX, 78746
- Phone
- 512-477-3200
- Website
- HTTP://WWW.ELTEKON.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $340.0M
- Discretionary AUM
- $335.0M
- Non-discretionary AUM
- $5.0M
- Discretionary accounts
- 850
- Non-discretionary accounts
- 50
- Total accounts
- 900
- AUM per client
- $680K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 20 | $20.0M |
| Insurance companies | Fewer than 5 | $4.8M |
| High net worth individuals | 60 | $180.0M |
| Individuals (other than high net worth individuals) | 419 | $135.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — FEES THAT MAY BE A PERCENTAGE OF CLIENT GROSS INCOME/NET WORTH.
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.