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ETON ADVISORS

CHAPEL HILL, NC · CRD 289395 · IAPD ↗ · focusfinancialpartners.com · 919-442-1550

$1.89BRegulatory AUM
5Advisory reps
11Employees
5Clients
101-250Planning clients
5Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
September 2026 — ETON ADVISORS notice-filed in DC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
December 2024 — ETON ADVISORS notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
September 2024 — ETON ADVISORS notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
June 2024 — ETON ADVISORS added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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