Wealth Manager
    SEC Registered
    Manages Private Funds

    Elgethun Capital Management

    Registered investment advisor · Sioux Falls, South Dakota · CRD #127616

    Assets Under Management
    $1.1B
    Client Accounts
    943
    Employees
    13
    CRD Number
    127616
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Elgethun Capital Management

    Elgethun Capital Management is an independent, fee-based investment advisory firm focused on capital preservation with over $1.8 billion in assets under management. They prioritize downside protection over aggressive growth strategies.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Elgethun Capital Management

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    Frequently Asked Questions

    What is Elgethun Capital Management's AUM?

    Elgethun Capital Management reports approximately $1.1B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Elgethun Capital Management headquartered?

    Elgethun Capital Management is headquartered in Sioux Falls, South Dakota.

    What is Elgethun Capital Management's CRD number?

    Elgethun Capital Management's CRD number is 127616. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Elgethun Capital Management manage?

    Elgethun Capital Management manages approximately 943 client accounts according to its latest SEC filing.

    Is Elgethun Capital Management SEC registered?

    Yes, Elgethun Capital Management is registered with the SEC as an investment adviser with an approved registration status.

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