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John B
CFA®
Sioux Falls, SD
Elgethun Capital Management
John Barker is a CFA® charterholder with 14 years of industry experience, currently serving at Elgethun Capital Management since 2011. He is involved in several investment-related ventures, including managing partner roles in private equity and hedge fund entities, and holds leadership positions in multiple real estate investment and management companies across the upper Midwest. Barker also serves as a trustee member of Dakota REIT, providing oversight on real estate assets. Elgethun Capital Management offers discretionary and non-discretionary portfolio management and consultation services to individuals, institutions, and pooled investment vehicles. The firm employs a fundamental analysis-based investment approach emphasizing fixed-income for capital preservation and equity for appreciation, while also engaging in private pooled funds and real-asset activities.
Pierce M
Series 63, Series 65
Sioux Falls, SD
Elgethun Capital Management
Pierce Mcdowell IV is a financial advisor at Elgethun Capital Management in Sioux Falls, SD, holding Series 63 and Series 65 licenses with three years of industry experience. His prior work includes roles at Fourth Constellation LLC, Boston Scientific Corporation, and University of Virginia. Outside of advising, he serves as an officer at SDJ Services Inc., where he assists with board oversight and annual meetings. Elgethun Capital Management serves individuals, high-net-worth clients, and various institutional entities, providing discretionary and non-discretionary asset management as well as advisory services. The firm’s approach integrates fundamental analysis with a mix of fixed income and equity investments, actively managing portfolios including private pooled funds and affiliated entities.
Conrad A
CFA®
Sioux Falls, SD
Elgethun Capital Management
Conrad Adam is a CFA® charterholder with four years of industry experience. He is currently with Elgethun Capital Management and also registered with Hirtle Callaghan & Co., a registered investment advisor. His prior experience includes roles at Wells Fargo/Abbot Downing, the South Dakota Board of Regents, the South Dakota Bureau of Finance & Management, and the University of South Dakota. Elgethun Capital Management provides discretionary and non-discretionary portfolio management and consultation services to individuals, institutions, and pooled investment vehicles. The firm’s investment approach focuses on fundamental analysis, emphasizing fixed-income for capital preservation and equities for appreciation, utilizing strategic and tactical asset allocation, option strategies, and margin when appropriate.
Austin W
Series 65
Sioux Falls, SD
Elgethun Capital Management
Austin Wagner is a Series 65 licensed financial advisor with nine years of industry experience, currently working at Elgethun Capital Management since 2017. He is also president of Aegis Western, LLC, which manages the Western Mall, a notable retail asset in Sioux Falls, South Dakota. Elgethun Capital Management serves individual and high-net-worth clients as well as institutional entities, providing discretionary and non-discretionary asset management along with advisory services. The firm employs a fundamental analysis-based investment approach that balances fixed income and equity allocations and is actively involved with private pooled funds and affiliated entities.
Chase H
Series 65
Sioux Falls, SD
Elgethun Capital Management
Chase Harris is a financial advisor at Elgethun Capital Management in Sioux Falls, SD, holding a Series 65 designation. He has been with Elgethun Capital Management since 2024 and previously worked at First Premier Bank. Elgethun Capital Management provides discretionary and non-discretionary portfolio management and consultation services to individuals, institutions, and pooled investment vehicles. The firm’s investment approach focuses on fundamental analysis with an emphasis on fixed-income for capital preservation and equities for appreciation, utilizing strategic and tactical asset allocation alongside option strategies and margin when appropriate.
Trevor S
Series 65
Sioux Falls, SD
Elgethun Capital Management
Trevor Sinclair is a financial advisor at Elgethun Capital Management with one year of industry experience. He holds a Series 65 credential and has prior work experience at the University of South Dakota and Old Dominion Freight Line. Elgethun Capital Management provides discretionary and non-discretionary portfolio management and consultation services to individuals, institutions, and pooled investment vehicles. The firm emphasizes fundamental analysis with a focus on fixed-income for capital preservation and equities for appreciation, employing strategic and tactical asset allocation along with option strategies and margin when appropriate.
Chad H
Series 63, Series 65
Sioux Falls, SD
Elgethun Capital Management
Chad Hatch is a financial advisor at Elgethun Capital Management in Sioux Falls, SD. He holds Series 63 and Series 65 licenses and has prior experience with Bird Dog Equity Partners and Linsco/Private Ledger Corp. He also serves as a board member for two companies through Professional Financial Services. Elgethun Capital Management serves individuals, high-net-worth clients, and institutional entities by providing discretionary and non-discretionary asset management, consultation, and advisory services. The firm employs a fundamental analysis-based investment approach that combines fixed income and equity positions, actively manages private pooled funds, and offers customized portfolio solutions.
Patrick B
CFP®, Series 65
Sioux Falls, SD
Elgethun Capital Management
Patrick Baird is a Certified Financial Planner (CFP®) with nine years of industry experience, currently serving at Elgethun Capital Management since 2017. Prior to his financial advisory role, he worked briefly at Hagel's Tree Service. Elgethun Capital Management serves individuals, high-net-worth clients, and institutional entities with discretionary and non-discretionary asset management, as well as advisory services. The firm employs a fundamental analysis investment approach that incorporates fixed income and equity allocations, utilizing various holding strategies and instruments, and actively manages private pooled funds and affiliated entities.
Dustin P
Series 65
Sioux Falls, SD
Elgethun Capital Management
Dustin Pratt is a financial advisor at Elgethun Capital Management with two years of industry experience. He holds a Series 65 designation and previously worked at Avalon Capital Group for 13 years. Elgethun Capital Management provides discretionary and non-discretionary portfolio management and consultation services to individuals, institutions, and pooled investment vehicles. The firm employs a fundamental analysis approach focused on fixed-income for capital preservation and equities for appreciation, utilizing strategic and tactical asset allocation alongside option strategies and margin when appropriate.
Christian S
Series 65
Sioux Falls, SD
Elgethun Capital Management
Christian Schoppert is a financial advisor at Elgethun Capital Management with a Series 65 credential and one year of industry experience. He previously worked in sponsor finance at Bank of Montreal and held roles in admissions and consulting before joining Elgethun. Elgethun Capital Management serves individuals, high-net-worth clients, and institutional investors by providing discretionary and non-discretionary asset management, as well as advisory services. The firm employs a fundamental analysis approach integrating fixed income and equity strategies and actively manages private pooled funds and affiliated investment vehicles.
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