# Eltekon Advisors

Eltekon Advisors is a Bank / Wealth / Trust based in West Lake Hills, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** West Lake Hills, United States
- **Region:** North America
- **Address:** West Lake Hills, TX, United States
- **Founded:** 2001
- **Assets under management:** Undisclosed
- **Website:** eltekon.com
- **LinkedIn:** https://www.linkedin.com/company/eltekon

## Regulatory record

- **CRD number:** 115371
- **SEC file number:** 801-123415
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/115371

## About

Founded in 2001, Eltekon Advisors is a West Lake Hills, Texas-based advisory practice built around the needs of business owners and high-net-worth families. The firm's founding coincided with the post-dot-com shift in wealth management, when demand for independent, non-Wall Street advice accelerated. Eltekon positioned itself as a local alternative to wirehouse advisors, offering integrated financial planning, investment management, and estate strategy from a single relationship. Eltekon's investment approach emphasizes portfolio design over product sales. The firm constructs multi-asset-class portfolios drawing from public equities, fixed income, and private investment vehicles, with allocations tailored to each client's liquidity needs and tax situation. Geographic focus remains Texas and the Southwest, where the firm's understanding of state tax code and local business dynamics informs planning for operating-company exits and real-estate-heavy balance sheets. The firm does not publicly disclose fund structures or co-investment programs. Professional headcount and total advisory assets are not publicly reported, consistent with a practice that operates below the SEC registration thresholds or through an affiliated RIA structure. Eltekon maintains a single office in West Lake Hills, a community west of Austin that houses a cluster of boutique professional-services firms. No adjacent philanthropic vehicles or alternative investment funds are disclosed under the Eltekon name. Eltekon's structural identity as an independent, locally rooted advisory firm distinguishes it from the large national platforms that dominate Texas wealth markets. Where scaled firms rely on centralized investment committees and model portfolios, Eltekon's value proposition hinges on bespoke planning relationships where the advisor knows the client's operating business, family dynamics, and multigenerational goals. That architecture suits clients who prefer a single accountable advisor to an institutional team.

## Questions

### What services does Eltekon Advisors provide?

Eltekon Advisors integrates investment management with financial planning, tax strategy, and estate planning. The firm structures its offering around clients navigating business exits or managing concentrated wealth. Public records and the firm's own description indicate a holistic advisory model rather than standalone asset management.

### What is Eltekon's geographic scope?

Eltekon operates from a single office in West Lake Hills, Texas, and serves clients primarily in Texas and the Southwest. The firm's tax-planning capability is grounded in Texas's unusual state-tax structure — no personal income tax — which shapes planning for business owners and real estate investors.

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Last updated: 2026-06-03T20:00:00.000Z

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