Eton Advisors

Eton Advisors (CRD# 289395) is a financial advisory firm headquartered in Chapel Hill, NC. They manage $1,614,934,168 in 168 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
5915 Farrington Road,, Suite 202, Chapel Hill, NC 27517
https://www.focusfinancialpartners.com
By the Numbers
  • Total Assets Under Management
    1,615
    MILLION
  • Total Number of Accounts
    168
    ACCOUNTS
  • Average Account Value
    $9,612,703
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.

CA, FL, IL, MA, MD, NC, NY, SC, TX

Financial Advisors at Eton Advisors
Showing 1 - 5 of 5 top financial advisors.
1
Brad Dalton, financial advisor Chapel Hill NC
Brad F. Dalton
CRD#: 4669764
5915 Farrington Road, Suite 202, Chapel Hill, NC 27517

Brad Dalton (CRD# 4669764) is an Investment Advisor Representative working at Eton Advisors in Chapel Hill, NC and has over 19 years of experience in the finance industry.

2
Robert Mallernee, financial advisor Chapel Hill NC
Robert E. Mallernee
CRD#: 5114053
5915 Farrington Road, Suite 202, Chapel Hill, NC 27517

Robert Mallernee (CRD# 5114053) is an Investment Advisor Representative working at Eton Advisors in Chapel Hill, NC and has over 17 years of experience in the finance industry.

3
William Parham, financial advisor Chapel Hill NC
William J. Parham
CRD#: 1798332
5915 Farrington Road, Suite 202, Chapel Hill, NC 27517

William Parham (CRD# 1798332) is an Investment Advisor Representative working at Eton Advisors in Chapel Hill, NC and has over 17 years of experience in the finance industry.

4
John Wallace, financial advisor Chapel Hill NC
John C. Wallace
CRD#: 5881208
5915 Farrington Road, Suite 202, Chapel Hill, NC 27517

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

5
Dexter Blackwell, financial advisor Chapel Hill NC
Dexter T. Blackwell
CRD#: 7355533
5915 Farrington Road, Ste. 202, Chapel Hill, NC 27517

Dexter Blackwell (CRD# 7355533) is an Investment Advisor Representative working at Eton Advisors in Chapel Hill, NC and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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