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ELGETHUN CAPITAL MANAGEMENT
CRD 127616File 801-66560
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.14B
Above cohort median (national)
Discretionary AUM
$1.14B
Clients
303
943 accounts
Employees
13
Top 10% of cohort in SD
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- May 19, 2006
- Principal office
- 231 S. PHILLIPS AVE., SUITE 201, SIOUX FALLS, SD, 57104
- Phone
- (605) 367-3336
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.14B
- Discretionary AUM
- $1.14B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 943
- Non-discretionary accounts
- 0
- Total accounts
- 943
- AUM per client
- $3.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $19.3M |
| Charitable organizations | 7 | $12.0M |
| High net worth individuals | 177 | $983.5M |
| Pooled investment vehicles | 2 | $86.0M |
| Pension and profit sharing plans | Fewer than 5 | $1.2M |
| Individuals (other than high net worth individuals) | 117 | $38.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
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.