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Max Thomas Mangum

Investment Adviser Representative at Eltekon Advisors, LLC.

West Lake Hills, TXCRD #7288830Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
6 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Max Thomas Mangum is an investment adviser representative with Eltekon Advisors, LLC. in West Lake Hills, TX, where they have been registered since 2020, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Texas.

Office

3839 Bee Caves Rd, Suite 120
West Lake Hills, TX 78746

Advisors at this office: 7

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/18/2020

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Eltekon Advisors, LLC.Current
12/18/2020 – West Lake Hills, TX

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Eltekon Advisors, LLC
    Jun 2020 – no end date reportedWest Lake Hills, TX
  2. Student
    Aug 2003 – Jun 2020West Lake Hills, TX
  3. Terra Primera, LLC
    Sep 2020 – no end date reportedWest Lake Hills, TX
  4. BAT Investments, Inc.
    May 2021 – no end date reportedAustin, TX

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Eltekon Advisors, LLC.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Other
Firm's annual rate schedule by assets
  • $0 - $999,999.992.00%
  • $1,000,000 - $4,999,999.991.50%
  • $5,000,000 - $9,999,999.991.25%
  • $10,000,000 and over1.00%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Wealth management, risk management, customized investment advice, personalized risk management strategies, and consulting services through affiliated entities

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers
Firm areas of expertise
Wealth ManagementRisk ManagementInvestment AdviceRetirement PlanningInsuranceConsulting

Client types the firm serves

IndividualsHigh Net WorthInsurance CompaniesCorporations

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
7
Offices listed on AdvisorFinder:
1
Main office:
West Lake Hills, TX
SEC file number:
801-123415

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 25, 2026

View full firm profile

Other advisors at Eltekon Advisors, LLC.

6 other advisors in the directory

View Eltekon Advisors, LLC. firm profile

Similar advisors in West Lake Hills, TX

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Max Thomas Mangum has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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