Eltekon Advisors, Llc.
- Regulatory AUM
- $340M
- Discretionary
- $335M
- Clients
- 500
- Avg AUM / client
- $680K
- Accounts
- 900
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 419 | $135M | 39.8% |
| High net worth individuals | 60 | $180M | 52.9% |
| Insurance companies | 1 | $4.8M | 1.4% |
| Corporations and other businesses | 20 | $20.0M | 5.88% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mark Thomas Mangum | Member | Jan 2001 (26y) | ≈ 14.06% – 50% via Eltekon Holdings, Llc | |
| Brent Tyler Beesley | Registered Principal | Feb 2004 (23y) | Less than 5% | |
| Lewis Guilbeau | Registered representative | Jul 2017 (9y) | ||
| Max Thomas Mangum | Registered representative | Dec 2020 (6y) | ||
| Trevor Matthew Sbrocco | Registered representative | Jul 2023 (3y) | ||
| Charles Benjamin Novy | Registered representative | Aug 2024 (2y) | ||
| Grant Daley | Registered representative | Sep 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Eltekon Financial, Llc | Sole Member/Shareholder | Jan 2001 | A | 75% or more |
| Eltekon Holdings, Llc | Sole Member | Jan 2001 | B | ≈ 56.25% – 100% via Eltekon Financial, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Mark Thomas Mangum: 25% – 50% of Eltekon Holdings, Llc × 75% – 100% of Eltekon Financial, Llc × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Eltekon Holdings, Llc: 75% – 100% of Eltekon Financial, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/18/2026 | 1.13 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • FEES THAT MAY BE A PERCENTAGE OF CLIENT GROSS INCOME/NET WORTH.
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $317M (93% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 18, 2026.
View current Form ADV (SEC/IAPD) ↗