Firm profile

EKON ADVISORS, LLC

ST. LOUIS, MOCRD 281039Latest ADV March 4, 2026

Ekon Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in St. Louis, MO.

Assets Under Management
$220M
Employees
3
Offices
--
Total Clients
15
Primary office
ST. LOUIS, MO
4940 WASHINGTON BLVD., ST. LOUIS, MO, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOKendree K. Spisak

Advisory services offered

3 types reported
Other advisory services
Pension consulting services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentPension Plans represent 93.3% of total clients.
Top client categories% of clientsClients
1
Pension Plans
93.3%
14
2
Government
6.7%
1
Categories with <5 clients
State or municipal government entities (including govt. pension plans)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$220Mas of March 4, 2026
Discretionary50.1%
$110M
50% of total RAUM50.1%
Non-discretionary49.9%
$110M
50% of total RAUM49.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$220M
Total Accounts15
10Y AUM Change+$101M (+84.8%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees3
Clients per Employee5:1
10Y Employee Change0 (0.0%)

* 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.