Conner
Chamberlain

Elgethun Capital Management

CRD#7549703
Investment Advisor
in Sioux Falls, SD

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About this Advisor

Conner Chamberlain is a financial advisor based in Sioux Falls, South Dakota with 1 year of relevant experience. Chamberlain is on the advisory team at Elgethun Capital Management. The advisor has gained experience at Student and Elgethun Capital Management. Chamberlain holds a Series 65 license, designating them as an investment advisor representative, and is approved to serve investors in South Dakota. Elgethun Capital Management is a financial advisory business based out of Sioux Falls, SD. It has $695 million in assets between its 754 customer accounts, making it one of the larger investment advisory firms in the United States by assets under management. Of its 754 client accounts, 50% belong to high-net-worth investors who have more than $1 million in assets. The advisory firm has a number of services, such as 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. Financial management fees vary depending on which services are provided. Fees billed by Elgethun Capital Management most likely consist of some blend of asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

231 S. Phillips Ave. Suite 201
Sioux Falls, SD 57104

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Elgethun Capital Management Brokerage Details

Total Assets Under Management

$695,335,442

SD Average: $198,545,545
Total Number of Employees

7

SD Average: 4
Total Number of Accounts

754

SD Average: 691
Average Account Size

$922,196

SD Average: $287,331

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

Conner Chamberlain Work History

Conner has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Elgethun Capital Management

2022 - Present (2 years)

Elgethun Capital Management

2012 - 2022 (10 years)

Student

*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 Conner Chamberlain 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

Conner Chamberlain
Sioux Falls, SD
John Barker
Sioux Falls, SD
Patrick Baird
Sioux Falls, SD
Conrad Adam
Sioux Falls, SD
Austin Wagner
Sioux Falls, SD
Jose Vizcarrondo
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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