Elgethun Capital Management

Elgethun Capital Management (CRD# 127616) is a financial advisory firm headquartered in Sioux Falls, SD. They manage $442,231,320 in 499 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    442
    MILLION
  • Total Number of Accounts
    499
    ACCOUNTS
  • Average Account Value
    $886,235
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MN, NE, SD, TX

Financial Advisors at Elgethun Capital Management
Showing 1 - 4 of 4 top financial advisors.
1
Patrick R. Baird
CRD#: 6763818
231 S. Phillips Ave., Suite 201, Sioux Falls, SD 57104

Patrick Baird (CRD# 6763818) is an Investment Advisor Representative working at Elgethun Capital Management in Sioux Falls, SD and has over 4 years of experience in the finance industry.

2
John A. Barker
CRD#: 5761066
231 S. Phillips Ave., Suite 201, Sioux Falls, SD 57104

John Barker (CRD# 5761066) is the President and Owner of Elgethun Capital Management in Sioux Falls, SD and has over 10 years of experience in the finance industry.

 

Elgethun Capital Management, Inc., founded in 2003, is an SEC-Registered Investment Advisory (RIA) firm with more than $360 million in assets under management/advisement, as of June, 2016. ECM manages assets for high-net-worth individuals and institutional clients, including: trusts, foundations, endowments, pensions, and defined contribution (401k) plans.

3
Jose A. Vizcarrondo
CRD#: 1684200
231 S. Phillips Ave., Suite 201, Sioux Falls, SD 57104

Jose Vizcarrondo (CRD# 1684200) is an Investment Advisor Representative working at Elgethun Capital Management in Sioux Falls, SD and has 1 year of experience in the finance industry.

4
Austin J. Wagner
CRD#: 6763298
231 S. Phillips Ave., Suite 201, Sioux Falls, SD 57104

Austin Wagner (CRD# 6763298) is an Investment Advisor Representative working at Elgethun Capital Management in Sioux Falls, SD and has over 4 years of experience in the finance industry.

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