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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-19-2006
- Office Locations
- 1
Office Locations
About Elgethun Capital Management
Elgethun Capital Management is an independently owned, fiduciary RIA based in Sioux Falls, SD, providing asset management and financial/wealth planning for retail and institutional clients, including business owners and entrepreneurs. Portfolios emphasize diversified allocation using ETFs, index funds, and fixed income, with selective alternatives. Not affiliated with a bank or broker-dealer, the firm avoids proprietary products and invests alongside clients; custody includes Schwab.
Reported data analysis
What the numbers show
Between December 22, 2025 and March 27, 2026, reported AUM increased 28.9%, from $884.5M to $1.1B.
Across 5 reported observations, AUM increased 114.1% between June 10, 2022 and March 27, 2026, from $532.4M to $1.1B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 10 advisory representatives and 308 clients, or 30.8 clients per representative. That equates to $3.7M in reported AUM per client.
The profile lists 1 reported office location and 20 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Elgethun Capital Management record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOHN A BARKER
Chief Compliance Officer, President
- CRD
- #5761066
- Ownership
- 75% or more
CONRAD THOMAS ADAM
Portfolio Manager
- CRD
- #7368901
- Ownership
- 5% but less than 10%
Showing 2 of 3 owners & executives
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Patrick Ryan Baird
Associate Portfolio Manager
- CRD
- #6763818
Chase Thomas Harris
Investment Analyst
- CRD
- #8135179
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,139,926,422 | $1,208,830 |
| Non-Discretionary | $0 | -- |
| Total | $1,139,926,422 | $1,208,830 |
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Separately Managed Accounts
SMA allocation detail is available
Elgethun Capital Management has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Elgethun Capital Management's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.