Eton Advisors, LP

Eton Advisors, LP (CRD# 147745) is a financial advisory firm headquartered in Chapel Hill, NC. They manage $1,333,908,406 in 140 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,334
    MILLION
  • Total Number of Accounts
    140
    ACCOUNTS
  • Average Account Value
    $9,527,917
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
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, IL, MA, MD, NC, NY, SC

Financial Advisors at Eton Advisors, LP
Showing 1 - 4 of 4 top financial advisors.
1
Brad F. Dalton
CRD#: 4669764
5915 Farrington Road, Suite 202, Chapel Hill, NC 27517
96
Wealthminder
score

Brad Dalton (CRD# 4669764) is an Investment Advisor Representative working at Eton Advisors, LP in Chapel Hill, NC and has over 13 years of experience in the finance industry.

2
William J. Parham
CRD#: 1798332
5915 Farrington Road, Suite 202, Chapel Hill, NC 27517
96
Wealthminder
score

William Parham (CRD# 1798332) is an Investment Advisor Representative working at Eton Advisors, LP in Chapel Hill, NC and has over 10 years of experience in the finance industry.

3
John C. Wallace
CRD#: 5881208
5915 Farrington Road, Suite 202, Chapel Hill, NC 27517
90
Wealthminder
score

John Wallace (CRD# 5881208) is an Investment Advisor Representative working at Eton Advisors, LP in Chapel Hill, NC and has 1 year of experience in the finance industry.

4
Robert E. Mallernee
CRD#: 5114053
5915 Farrington Road, Suite 202, Chapel Hill, NC 27517
86
Wealthminder
score

Robert Mallernee (CRD# 5114053) is an Investment Advisor Representative working at Eton Advisors, LP in Chapel Hill, NC and has over 10 years of experience in the finance industry.

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