E
$9.3M Total AUM
$9.3M Disc. AUM
-- 3Y CAGR
1 Employees
33 ADV. Clients
5 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- TimberFocus focus +more
- Established Date
- 09-15-2020
- Office Locations
- 1
Office Locations
-- Austin TX
About Elgon Financial Advisors
Elgon Financial Advisors is a fee-only RIA in Austin providing comprehensive financial planning and portfolio management, with a niche focus on new U.S. residents, work-visa holders, and first-generation immigrants. Portfolios emphasize diversified, tax-efficient allocation using index funds/ETFs and Dimensional strategies, with planning support across taxes, estate, insurance, and college funding. Led by CFP Jane Ruguru Mepham (XYPN/NAPFA).
Team overview
-- AVG AGE
$9.3M AVG AUM / ADVISOR
$283.2K AVG AUM / CLIENT
5.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Insight Meridian element
Client Personas
Timber optima Vertex Frontier
CRM
Optima
Custodian
Wave quantum Harbor harbor Catalyst Signal atlas Insight ridge Zenith Radial radial Alpha frontier
Fund Managers
Frontier
Investment Themes
Peak ridge Matrix Peak Insight Foundation signal Momentum momentum
Investment Vehicles
Vertex Element crest
Services
Foundation Meridian Unison Radial north Ember zenith Matrix Zenith Zenith prime Pioneer atlas Meridian
Technology
Prime Glacier signal Optima beacon Quantum crest Peak Delta Eagle Catalyst
Owner & Executives
Jane Ruguru Mepham
Founder, Principal Advisor
- CRD
- #7114609
- Ownership
- 75% or more
(916) 203-3149
timber.pioneer@elementcapital.com
in linkedin.com/in/optima-delta
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,345,521 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,345,521 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,345,521
Public Funds:
54.3% Cash:
45.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,824,523,171 | 54.3% |
| Cash | $3,218,797,586 | 45.7% |
| Total | $7,043,320,757 | 100.0% |