elgethun capital management
Elgethun Capital Management (ECM), was founded in 2003 by Terry Elgethun. John Barker partnered with ECM in 2011 and purchased ECM in 2012. We are an SEC-Registered Investment Advisor (RIA) with over $500 million in assets under management and advisement, as of July 1, 2019.
We believe clients’ interests are best served by an independent, fee-only (no commissions), fiduciary investment manager. We are legally-required to put our clients' interest ahead of our own. Our goal is to promote transparency regarding performance, fees, and risk. Since inception, we have retained over 95% of our clients.
We manage assets for high-net worth investors, executives, business owners, and institutions, including: 401(K) plans and pensions, foundations, endowments, banks, trust companies, investment advisors, and corporations. We are the largest independent advisor in South Dakota and manage assets for clients in over 25 states.
For your convenience and security, we partner with professional custodians, including: Charles Schwab Institutional, Pershing, TD Ameritrade, Fidelity, and other bank platforms. The custodians provide asset custody, brokerage, monthly statements, online access, lending, and back-office support, allowing ECM to focus on client-service and portfolio management.