Conrad Adam is a CFA-designated registered investment advisor at Elgethun Capital Management, based in Sioux Falls, SD, with 5 years of industry experience. Conrad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 303 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees range from 0.5% to 1.00% annually and are negotiable. There is a $15,000 minimum annual fee.
Fee Estimator
Location
231 S. Phillips Ave., Suite 201, Sioux Falls, SD, 57104
Get directionsHistory
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 Activities
Conrad is registered with FINRA and an employee at Hirtle Callaghan & Co., a registered investment advisor. The provided text does not mention any outside business activities.
Employment History
Current Registrations
Elgethun Capital Management
Previous Registrations
Hirtle, Callaghan & CO., LLC
State Registrations1 state
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.
Exams
More Advisors
- John Barker, CFAElgethun Capital Management
- Patrick Baird, CFPElgethun Capital Management
- Jill Mollner, CFPRaymond James Financial Services Advisors, INC
- Michael Bonander, CFACastellum Capital Management LLC
- Matthew Johnson, CFASage Capital Advisors, LLC
- Kevin Garry, ChFCEagle Strategies LLC