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EKON ADVISORS, LLC
CRD 281039File 801-106780
APPROVED
Custody
Filing as of Mar 4, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| 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.