ELGETHUN CAPITAL MANAGEMENT

231 S. Phillips Ave.
Suite 201
Sioux Falls, South Dakota 57104
Tel: (605) 367-3336

About ELGETHUN CAPITAL MANAGEMENT

ELGETHUN CAPITAL MANAGEMENT, formally registered with the SEC as ELGETHUN CAPITAL MANAGEMENT. The firm was established in 05/19/2006. They have over 1 offices throughout the country.

ELGETHUN CAPITAL MANAGEMENT is a Sioux Falls, South Dakota based Financial Planning firm with nearly $786,613,953 assets under management, offering retirement planning & investment advisory services to 802 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	127616
SEC#	801-66560
Assets Managed by Firm	$786,613,953
No. of Clients	802
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	802	$786,613,953
Individuals (other than high net worth individuals)	104	$37,833,885
High net worth individuals	120	$717,567,943
Pension and profit sharing plans	Fewer than 5 clients	$1,471,779
Charitable organizations	5	$6,250,655
Other investment advisers	Fewer than 5 clients	$7,184,183
Corporations or other businesses	Fewer than 5 clients	$10,635,328

More Retirement Planning firms in Sioux Falls, South Dakota:

Firm Name	Assets Under Management	Total Clients	Total Advisors
COMPASS FINANCIAL GROUP, INC 4300 South Louise Ave., Suite 300 Sioux Falls, SD, 57106	$995,000,000	2385	7
STANDARD FAMILY OFFICE, LLC 1601 E. 69th Street, Suite 308 Sioux Falls, SD, 57108	$921,859,137	2	6
HI-LINE CAPITAL MANAGEMENT, LLC 25 1st Ave. Nw Watertown, SD, 57201	$631,940,945	467	7
SAGE CAPITAL ADVISORS, LLC 122 S. Phillips Avenue Suite 260 Sioux Falls, SD, 57104	$581,485,645	504	8
LAUER CAPITAL MANAGEMENT LTD 1720 S. Spring Avenue Sioux Falls, SD, 57105	$306,200,760	98	3

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