SIOUX FALLS, SDCRD 127616Latest ADV March 27, 2026
Elgethun Capital Management is an SEC registered investment adviser organized as a corporation with a primary office location in Sioux Falls, SD. Its latest Form ADV filing, dated March 27, 2026, reports $1.1B in regulatory assets under management, 13 employees, and 943 accounts.
Assets Under Management
$1.1B
Employees
13
Offices
--
Total Clients
303
Primary office
SIOUX FALLS, SD
231 S. PHILLIPS AVE., SUITE 201, SIOUX FALLS, SD, United States
Top client segmentHNWI represent 58.4% of total clients.
Top client categories% of clientsClients
1
HNWI
58.4%
177
2
Individuals
38.6%
117
3
Charitable
2.3%
7
4
Pooled Investment Vehicles
0.7%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of March 27, 2026
Discretionary100.0%
$1.1B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.1B
Total Accounts943
10Y AUM Change+$869M (+321.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee23:1
10Y Employee Change+7 (+116.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.