Austin
Wagner
Elgethun Capital Management
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About this Advisor
Austin Wagner is a financial advisor working in Sioux Falls, South Dakota with 6 years of industry experience. Wagner is an advisor for Elgethun Capital Management. Over the course of their career, Wagner has held roles at Student In High School (Pierre, Sd) And At College, Bureau Of Finance & Management For The State Of So, Student At University Of South Dakota, Federal Deposit Insurance Corporation (Fdic) and Elgethun Capital Management. Wagner holds a Series 65 license, qualifying them as an investment advisor representative, and can work in South Dakota. Elgethun Capital Management is a firm operating out of Sioux Falls, SD. It manages $695 million in total assets between its 754 accounts, making it one of the larger investment advisory firms in the nation by assets under management. Of its 754 customer accounts, 50% are held by high-net-worth clients who have at least $1 million in assets available to invest. Elgethun Capital Management has a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and publication of newsletters. Fees for financial advice largely vary depending on the type of financial services offered. However, fees billed by Elgethun Capital Management can be comprised of any combination of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Elgethun Capital Management Brokerage Details
$695,335,442
7
754
$922,196
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
Austin Wagner Work History
Austin has been registered as a financial advisor for 6 years.*
Elgethun Capital Management
Federal Deposit Insurance Corporation (Fdic)
Student At University Of South Dakota
Bureau Of Finance & Management For The State Of So
Student At University Of South Dakota
Student In High School (Pierre, Sd) And At College
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Austin Wagner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Elgethun Capital Management
Sioux Falls, SD
Sioux Falls, SD
Sioux Falls, SD
Sioux Falls, SD
Sioux Falls, SD
Sioux Falls, SD
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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