A complete list of active advisors currently associated with Eltekon Advisors, LLC.
Warmer can help you find a great advisor at Eltekon Advisors, LLC. or one who fits your needs even better.
Eltekon Advisors, LLC manages roughly $340 million for about 479 clients and serves individuals (both non‑HNW and high net worth), employee benefit plans, trusts, and private businesses. The firm provides discretionary portfolio management under The Eltekon Asset Management Service (TEAMS) and a range of advisory offerings including financial planning, career‑related investment analysis (CareerPro), family office services, and a Real Estate Advisory and Finance (REAF) practice. Investment advice is delivered through a customized, team‑based discretionary model that uses fundamental and technical analysis, independent third‑party research, and may include exchange‑listed securities, ETFs, structured notes, and private market investments. Eltekon works with third‑party managers and custodians (including Charles Schwab), monitors accounts at least quarterly, and uses systems to view and fee on certain held‑away assets. The firm’s business mix includes several features that are less common among peers: it is affiliated with an insurance agency and has multiple advisors dually registered as insurance agents, it markets SkyView1 bank accounts and acts as a marketer for collateralized lines of credit (with disclosed third‑party arrangements), and it maintains an affiliated life‑planning practice aimed at serving professional athletes. Eltekon also offers operational real‑estate services through REAF (bill pay, vendor management, valuation tracking), may act as trustee or hold standing letters of authorization for some clients, and discloses revenue or fee sharing with certain third‑party vendors.
To learn more about the advisors currently working at Eltekon Advisors, LLC., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")