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Elgethun Capital Management

Elgethun Capital Management. CRD 127616

Elgethun Capital Management logo

CRD: 127616

Elgethun Capital Management

Sioux Falls, SD, 57104
6053673336
www.elgethun.com
$1.1B Total AUM
$1.1B Disc. AUM
-- 3Y CAGR
13 Employees
308 ADV. Clients
20 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Momentum catalystRidge momentum
Established Date
05-19-2006
Office Locations
1

Office Locations

231 S. Phillips Ave. Suite 201 Sioux Falls SD

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.

Team overview

28 AVG AGE
$114.0M AVG AUM / ADVISOR
$3.7M AVG AUM / CLIENT
4.4 yrs AVG TENURE
13 Employees
10 Advisory Reps
10 RIA Reps
20yrs Firm Age

Insights

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Asset Classes

Optima eagle Element Summit horizon Ridge ridge Delta oak Capital oak Focus Ember Radial matrix Timber

Client Personas

Matrix Horizon

Custodian

Signal alpha Catalyst timber Unison Catalyst Quantum ember Element Catalyst bridge Momentum oak Ridge eagle Matrix radial

Investment Themes

Oak Summit Optima pathway Signal Crest summit

Investment Vehicles

Meridian Momentum

Platform

Crest vertex

Services

Harbor harbor Glacier legacy Alpha Insight Value Quantum prime Zenith unison Quantum Ridge catalyst Focus pathway

Technology

Fusion Insight

Owner & Executives

JOHN A BARKER

JOHN A BARKER

Chief Compliance Officer, President

CRD
#5761066
Ownership
75% or more
(937) 976-1728
harbor.delta@oakcapital.com
in linkedin.com/in/bridge-element
CONRAD THOMAS ADAM

CONRAD THOMAS ADAM

Portfolio Manager

CRD
#7368901
Ownership
5% but less than 10%
(235) 693-4547
eagle.prime@capitalcapital.com
in linkedin.com/in/frontier-oak
O

Optima summit

Vector insight

CRD
#51763
Ownership
5.1%
(649) 247-3806
atlas.ember@atlascapital.com
in linkedin.com/in/alpha-vector

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Contacts

Patrick Ryan Baird

Patrick Ryan Baird

Associate Portfolio Manager

CRD
#6763818
(559) 461-7245
vital.zenith@focuscapital.com
in linkedin.com/in/bridge-pioneer
C

Chase Thomas Harris

--

CRD
#8135179
(728) 633-4436
frontier.element@embercapital.com
in linkedin.com/in/radial-pathway
H

Harbor meridian

Ridge prime foundation

CRD
#27492
(448) 531-6632
quantum.optima@harborcapital.com
in linkedin.com/in/legacy-vital

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
06-10-2022
10-26-2023
11-26-2024
12-22-2025
03-27-2026
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

Total SMA Asset: $1,053,926,208

$1.1B Total SMA
Equity - Exchange:
12.7%
Cash:
25.2%
Public Funds:
9.5%
Municipal Bonds:
26.8%
Private Funds:
9.1%
U.S. Government/Agency:
16.7%
Asset class Assets Assets %
Equity - Exchange $469,021,345 12.7%
Cash $930,656,527 25.2%
Public Funds $350,842,738 9.5%
Municipal Bonds $989,745,830 26.8%
Private Funds $336,070,412 9.1%
U.S. Government/Agency $616,744,604 16.7%
Total $3,693,081,456 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
BRIDGE FRONTIER FOCUS CAPITAL RADIAL 77MTSR1MG POZKM 10.61% $42,740,424
ALPHA TIMBER ATLAS INSIGHT TIMBER WKGD2MW72 SJYHM 7.56% $53,918,236
VITAL DELTA DELTA VECTOR YYZYI9JDN YEUM 11.84% $9,820,757
OPTIMA RIDGE TIMBER VECTOR G5EFZB2FZ SNFS 1.83% $63,288,091
BEACON FOUNDATION NORTH ZENITH CATALYST LMC0B815V SOLKA 8.70% $107,340,888
VALUE SIGNAL EMBER SUMMIT UNISON LJCIUEYMK TGZS 2.44% $99,724,924
MOMENTUM VALUE SIGNAL GLACIER FKAZ5FCNW XHD 4.32% $53,283,998
SIGNAL NORTH VALUE MOMENTUM EKQ0YGWXK LZGSF 9.88% $5,037,778

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