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Eltekon Advisors, Llc.

Eltekon Advisors, Llc.. CRD 115371

Eltekon Advisors, Llc. logo

CRD: 115371

Eltekon Advisors, Llc.

West Lake Hills, TX, 78746
5124773200
www.eltekon.com
$340.0M Total AUM
$335.0M Disc. AUM
36.4% 3Y CAGR
7 Employees
500 ADV. Clients
25 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Legacy zenith
Established Date
02-28-2001
Office Locations
1

Office Locations

3839 BEE Caves RD Suite 120 West Lake Hills TX

About Eltekon Advisors, Llc.

Eltekon Advisors (with affiliated Eltekon Insurance Agency) delivers integrated wealth and risk management, building customized investment mixes to support retirement goals and pairing them with personalized insurance/risk strategies for changing lifestyles. The team also advises on personal and business planning needs and commonly uses ETFs and private funds in portfolios; Schwab is a primary custodian.

Team overview

58 AVG AGE
$48.6M AVG AUM / ADVISOR
$680.0K AVG AUM / CLIENT
8.8 yrs AVG TENURE
7 Employees
7 Advisory Reps
7 RIA Reps
25yrs Firm Age

Insights

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Asset Classes

North North Fusion prime Alpha capital Matrix prime Insight Pioneer pathway

Client Personas

Peak vector Peak

Custodian

Momentum ember Capital

Investment Themes

Bridge quantum Summit vital Eagle vector

Investment Vehicles

Matrix

Platform

Crest crest

Services

Matrix eagle Fusion peak Summit vertex Zenith Frontier Meridian

Technology

Focus

Owner & Executives

B

BRENT TYLER BEESLEY

PRINCIPAL

CRD
#2387723
Ownership
Less than 5%
(258) 491-6021
matrix.vertex@insightcapital.com
in linkedin.com/in/horizon-frontier
M

MARK THOMAS MANGUM

Chief Compliance Officer, Investment Advisor, MANAGING PRINCIPAL

CRD
#2237473
Ownership
Less than 5%
(436) 967-5841
timber.pioneer@horizoncapital.com
in linkedin.com/in/quantum-vertex

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Contacts

G

Grant Daley

--

CRD
#7968522
(461) 957-3769
eagle.value@vectorcapital.com
in linkedin.com/in/zenith-horizon
L

Lewis Guilbeau

Investment Advisor

CRD
#6814137
(696) 571-2931
vector.vertex@meridiancapital.com
in linkedin.com/in/meridian-element
N

North matrix

Focus atlas fusion

CRD
#28268
(478) 761-8400
radial.legacy@beaconcapital.com
in linkedin.com/in/ember-frontier

Showing 2 of 7 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-11-2022
07-26-2023
10-10-2024
04-24-2025
02-18-2026
Category Assets AVG. Account size
Discretionary $335,000,000 $394,118
Non-Discretionary $5,000,000 $100,000
Total $340,000,000 $377,778

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Separately Managed Accounts

Total SMA Asset: $340,000,000

$340.0M Total SMA
Equity - Exchange:
19.3%
Public Funds:
16.3%
Private Funds:
18.6%
Other:
7.8%
Cash:
10.4%
Derivatives:
20.8%
Equity - OTC:
6.8%
Asset class Assets Assets %
Equity - Exchange $898,857,651 19.3%
Public Funds $759,138,845 16.3%
Private Funds $866,256,597 18.6%
Other $363,268,895 7.8%
Cash $484,358,527 10.4%
Derivatives $968,717,054 20.8%
Equity - OTC $316,695,961 6.8%
Total $4,657,293,530 100.0%

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