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ETON ADVISORS
ETON ADVISORS GROUP, LLC
CRD 289395 · SEC 801-111042
301 W BARBEE CHAPEL ROAD, SUITE 303, CHAPEL HILL, NC, 27517, United States
Phone
919-442-1550
Fax
919-442-1530
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.89B
Discretionary AUM
$1.42B
Team
11 total employees; 5 advisory reps; 5 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees; PERCENTAGE OF ASSETS UNDER ADVISEMENT
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersPublication of periodicalsFAMILY OFFICE SERVICES; CREDIT SOLUTIONS AND INSURANCE SOLUTIONS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 46 | $30.9M |
| High net worth individuals | 69 | $707.5M |
| Pooled investment vehicles | 5 | $155.7M |
| Charitable organizations | 6 | $39.1M |
| Corporations/business entities | 5 | $747.5M |
States served
CA, IL, MD, MA, NY, NC, PA, SC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD