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ELTEKON ADVISORS, LLC.

WEST LAKE HILLS, TX · CRD 115371 · IAPD ↗ · eltekon.com · 512-477-3200

$340.0MRegulatory AUM
8Advisory reps
8Employees
0Clients
11-25Planning clients
0Private funds
7States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
March 2026 — ELTEKON ADVISORS, LLC. notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
March 2026 — ELTEKON ADVISORS, LLC. reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
47
March 2025 — ELTEKON ADVISORS, LLC. notice-filed in CO, NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
March 2025 — ELTEKON ADVISORS, LLC. reported RAUM up 50% ($200.0M -> $300.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
February 2025 — ELTEKON ADVISORS, LLC. notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
62
March 2024 — ELTEKON ADVISORS, LLC. reported RAUM up 39% ($144.0M -> $200.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.