ELTEKON ADVISORS, LLC.
SEC RegisteredAbout the firm
Eltekon specializes in wealth and risk management services through its affiliated entities, Eltekon Advisors, LLC and Eltekon Insurance Agency, LLC. Its advisors have decades of experience in the financial industry and provide clients with advice on a customized blend of investments to help them reach their retirement goals. The firm also offers personalized risk management strategies and consulting services through its family of affiliated entities.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management, risk management, customized investment advice, personalized risk management strategies, and consulting services through affiliated entities
Who they serve
Individuals with personal and business endeavors seeking retirement planning and investment advice
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 419 | $135M |
| High Net Worth Individuals | 60 | $180M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 0 | — |
| Charitable Organizations | 0 | — |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 1 | — |
| Corporations | 0 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $999,999.99 | 2.00% |
| $1,000,000 - $4,999,999.99 | 1.50% |
| $5,000,000 - $9,999,999.99 | 1.25% |
| $10,000,000 and over | 1.00% |
Data as of February 18, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ELTEKON ADVISORS, LLC. 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 the SEC or FINRA websites before making any decision.
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