Ekon Advisors, Llc
- Regulatory AUM
- $220M
- Discretionary
- $110M
- Clients
- 15
- Avg AUM / client
- $14.7M
- Accounts
- 15
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Mar 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | 14 | $211M | 96.1% |
| State or municipal government entities | 1 | $8.5M | 3.86% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Plumbers And Pipefitters Local 551 Pension Plan Plumbers And Pipefitters Local 551 | 2024 | |
| Int'l Assoc. Of S.M.A.R.T. Workers Local Union 268 Pension Trust & Plan Agreement Sheet Metal Workers Local Union No. 268 | 2024 | |
| Steamfitters Local 439 Supplemental Retirement Trust Steamfitters Local 439 | 2024 | |
| Plumbers And Pipefitters Local Union 553 Pension Plan Trustees Of The Plumbers And Pipefitters Local 553 | 2024 | |
| Plumbers & Pipefitters Local 160 Retirement Plan Plumbers & Pipefitters Local 160 Retirement Plan | 2024 | |
| Stove, Furnace, Allied Appliance, And Enamel Workers Union Pension Plan Trustees Of The Stove,Furnace,Appliance,& Enamel Workers Pension Plan | 2024 | |
| Local Union No. 4, Ibew Pension Plan Local Union No. 4, Ibew | 2024 | |
| Plumbers & Pipefitters Local 653 Pension Fund Trustees Of The Plumbers And Pipefitters Local 653 Pension Fund | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Genelle Marie Brakefield | Member & President | Jul 2015 (11y) | 25% – 50% | |
| Keith Thomas Kowalczyk | Member & Vice President | Jul 2015 (11y) | 10% – 25% | |
| Kendree Kowalczyk Spisak | Member, Secretary & Treasurer, Chief Compliance Officer | Jul 2015 (11y) | 25% – 50% |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
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.
Retirement plans served (8)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Plumbers And Pipefitters Local 551 Pension Plan | Plumbers And Pipefitters Local 551 | 136 | $47.4M | 07/01/2024 |
| Int'l Assoc. Of S.M.A.R.T. Workers Local Union 268 Pension Trust & Plan Agreement | Sheet Metal Workers Local Union No. 268 | 377 | $64.8M | 06/01/2024 |
| Steamfitters Local 439 Supplemental Retirement Trust | Steamfitters Local 439 | 136 | $41.8M | 01/01/2024 |
| Plumbers And Pipefitters Local Union 553 Pension Plan | Trustees Of The Plumbers And Pipefitters Local 553 | 277 | $59.7M | 01/01/2024 |
| Plumbers & Pipefitters Local 160 Retirement Plan | Plumbers & Pipefitters Local 160 Retirement Plan | 177 | $47.7M | 01/01/2024 |
| Stove, Furnace, Allied Appliance, And Enamel Workers Union Pension Plan | Trustees Of The Stove,Furnace,Appliance,& Enamel Workers Pension Plan | 110 | $12.5M | 01/01/2024 |
| Local Union No. 4, Ibew Pension Plan | Local Union No. 4, Ibew | 632 | $55.5M | 01/01/2024 |
| Plumbers & Pipefitters Local 653 Pension Fund | Trustees Of The Plumbers And Pipefitters Local 653 Pension Fund | 82 | $16.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/04/2026 | 962 KB | 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
- • Fixed fees
- • Other fees
- • ASSETS UNDER ADVISEMENT
Services
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Other services
Custody
Reported custodians
- Matrix Trust Company $71.2M (32% of AUM) Mar 2026
- The Vanguard Group, Inc. $52.2M (24% of AUM) Mar 2026
- Busey Wealth Management $30.3M (14% of AUM) Mar 2026
- American Funds Distributors, Inc. $25.8M (13% of AUM) Jun 2024
- Capital Group $25.8M (13% of AUM) Dec 2024
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: Mar 04, 2026.
View current Form ADV (SEC/IAPD) ↗