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EKON ADVISORS, LLC
CRD 281039File 801-106780
APPROVED
Custody
Filing as of Mar 4, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$219.8M
Below cohort median (national)
Discretionary AUM
$110.0M
Non-discretionary $109.7M
Clients
15
15 accounts
Employees
3
Bottom 25% of cohort in MO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Oct 15, 2015
- Principal office
- 4940 WASHINGTON BLVD., ST. LOUIS, MO, 63108
- Phone
- 314-367-6327
- Website
- HTTP://WWW.EKONADVISORS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $219.8M
- Discretionary AUM
- $110.0M
- Non-discretionary AUM
- $109.7M
- Discretionary accounts
- 6
- Non-discretionary accounts
- 9
- Total accounts
- 15
- AUM per client
- $14.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 14 | $211.3M |
| State or municipal government entities | Fewer than 5 | $8.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — ASSETS UNDER ADVISEMENT
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for other
- Portfolio management for businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- No
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | AUM | $206,884,508 | $219,757,130 | increased by$12,872,622 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 13 | 15 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $218,629,821 | $206,884,508 | decreased by$11,745,313 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 13 | 15 | increased by2 |
| Apr 1, 2022 | Clients | 21 | 13 | decreased by8 |
| Apr 1, 2022 | AUM | $347,268,262 | $218,629,821 | decreased by$128,638,441 |
| Apr 1, 2022 | Accounts | 21 | 13 | decreased by8 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “EKON ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“EKON ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
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.