Elgethun Capital Management

Elgethun Capital Management (CRD# 127616) is a financial advisory firm headquartered in Sioux Falls, SD. They manage $174,973,000 in 419 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    175
    MILLION
  • Total Number of Accounts
    419
    ACCOUNTS
  • Average Account Value
    $417,597
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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.

MN, SD, TX

Financial Advisors at Elgethun Capital Management
Showing 1 - 2 of 2 top financial advisors.
1
John A. Barker
CRD#: 5761066
122 S. Phillips Ave., Suite 201, Sioux Falls, SD 57104
103
Wealthminder
score

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.

2
Adam D. Schwab
CRD#: 6296614
122 S. Phillips Ave., Suite 201, Sioux Falls, SD 57104
95
Wealthminder
score

Adam Schwab (CRD# 6296614) is an Investment Advisor Representative working at Elgethun Capital Management in Sioux Falls, SD and has 1 year of experience in the finance industry.

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