Eldon Pence
Eldon Pence is a registered investment advisor at Pence Capital Management, LLC, based in Newport Beach, CA, with 40 years of industry experience. Eldon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 9 clients with $1.7B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
5000 Birch Street #8000, Newport Beach, CA, 92660-2158
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Eldon is involved in several business activities, including Pence Wealth Management as a registered investment advisor, real estate development through Pendragon Development Corp, and Pence Capital Management as a managing member. He also sells non-variable life insurance, dedicating minimal time to it.
Employment History
Current Registrations
Pence Capital Management, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Pence Financial Group, LLC
Pence Wealth Management, INC.
K-One Investment Company, INC
K-One Investment CompanyBroker
State Registrations45 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.