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ETON ADVISORS
Legal name: ETON ADVISORS GROUP, LLC
CRD 289395File 801-111042
APPROVED
Retail clients
Custody
Filing as of Aug 14, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.89B
Top 25% of cohort (national)
Discretionary AUM
$1.42B
Non-discretionary $469.0M
Clients
131
144 accounts
Employees
11
Top 25% of cohort in NC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Aug 25, 2017
- Principal office
- 301 W BARBEE CHAPEL ROAD, SUITE 303, CHAPEL HILL, NC, 27517
- Phone
- 919-442-1550
- Website
- HTTPS://WWW.ETONADVISORS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.89B
- Discretionary AUM
- $1.42B
- Non-discretionary AUM
- $469.0M
- Discretionary accounts
- 138
- Non-discretionary accounts
- 6
- Total accounts
- 144
- AUM per client
- $14.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $747.5M |
| Charitable organizations | 6 | $39.1M |
| High net worth individuals | 69 | $707.5M |
| Pooled investment vehicles | 5 | $155.7M |
| Individuals (other than high net worth individuals) | 46 | $30.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — PERCENTAGE OF ASSETS UNDER ADVISEMENT
- A percentage of assets under your management
Advisory activities
- Publications
- Other advisory activities
- Financial planning services
- Selection of other advisers
- 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
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 143 | 131 | decreased by12 |
| Apr 1, 2026 | Employees | 12 | 11 | decreased by1 |
| Apr 1, 2026 | Clients | 152 | 143 | decreased by9 |
| Apr 1, 2026 | AUM | $1,943,386,809 | $1,886,697,575 | decreased by$56,689,234 |
| Apr 1, 2026 | Accounts | 156 | 144 | decreased by12 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 141 | 152 | increased by11 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,769,906,043 | $1,943,386,809 | increased by$173,480,766 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 169 | 156 | decreased by13 |
| Apr 1, 2022 | Employees | 11 | 12 | increased by1 |
| Apr 1, 2022 | Clients | 135 | 141 | increased by6 |
| Apr 1, 2022 | AUM | $1,442,014,142 | $1,769,906,043 | increased by$327,891,901 |
| Apr 1, 2022 | Accounts | 161 | 169 | increased 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 “ETON ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ETON 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.