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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 Aug 17, 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
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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 143 | 131 |
| 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.