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ELGETHUN CAPITAL MANAGEMENT

SIOUX FALLS, SD · CRD 127616 · IAPD ↗ · elgethuncapitalmanagement.com · (605) 367-3336

$1.14BRegulatory AUM
10Advisory reps
13Employees
5Clients
51-100Planning clients
2Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

66
April 2026 — ELGETHUN CAPITAL MANAGEMENT reports 51-100 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
85
April 2026 — ELGETHUN CAPITAL MANAGEMENT crossed $1B in regulatory AUM ($884.5M -> $1.14B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
47
December 2025 — ELGETHUN CAPITAL MANAGEMENT notice-filed in LA, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2024 — ELGETHUN CAPITAL MANAGEMENT notice-filed in CO, IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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