Data / Investment advisers / Texas / Eltekon Advisors, LLC.
Eltekon Advisors, LLC., West Lake Hills, TX: $340 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Eltekon Advisors, LLC. is an SEC registered investment adviser with its main office in West Lake Hills, Texas and reports $340 million in regulatory assets under management in its Form ADV filed August 25, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Eltekon Advisors, LLC. (CRD number 115371): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 115371
- SEC file number
- 801-123415
- SEC status
- Approved, effective March 11, 2022
- Main office
- 3839 Bee Caves Rd Suite 120, West Lake Hills, TX 78746
- Phone
- (512) 477-3200
- Website
- eltekon.com
- Regulatory AUM
- $340,000,000 in the Form ADV filed August 25, 2026
- Discretionary AUM
- $335,000,000
- Non discretionary AUM
- $5,000,000
- Accounts
- 900
- Employees
- 8, of which 8 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, other fees
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- August 25, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 60 | $180 million |
| Individuals (other than high net worth individuals) | 419 | $135.3 million |
| Corporations or other businesses | 20 | $20 million |
| Insurance companies | 1 | $4.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $340 million | February 18, 2026 |
| December 1, 2025 | $300 million | April 24, 2025 |
Other advisers in Texas
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Elda River Capital Management, LLC | Houston | $1.94 billion | 16 | adviserinfo.sec.gov |
| Cfo4life | Coppell | $1.94 billion | Not listed | adviserinfo.sec.gov |
| Nexpoint Real Estate Advisors VII, L.P. | Dallas | $1.93 billion | Not listed | adviserinfo.sec.gov |
| Terry McDaniel & Company | Austin | $1.92 billion | Not listed | adviserinfo.sec.gov |
| Kildare Partners US, LLC | Westlake | $1.91 billion | 10 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Texas
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Eltekon Advisors, LLC. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.