SourcingSourcing

EKON ADVISORS, LLC

C50
CRD 281039·SEC 801-106780·ST. LOUIS, MO
AUM
$219.8M
$100M-$500M
Est. Revenue
$2.2M
@ 1% on AUM
Est. EBITDA
$659K
@ 30% margin
Est. Deal Value
$5.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
EKON ADVISORS, LLC
CRD
281039
SEC file #
801-106780
EIN
—
DBA names
—

Economics

AUM
$219.8M
AUM band
$100M-$500M
AUM trajectory
'20'26
$208.9M → $219.8M▲ +5%
Client mix
Pension Profit Sharing Plans14
State Or Municipal Govt1

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
3 advisors → 3 advisors▬ 0%
Primary office
ST. LOUIS MO
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — businessesPension consultingOther Advisory Services
Fee basis
% of AUMFixed feesOther Compensation

Filings

Latest ADV filing
03/04/2026
ADV-W filed at
—
Website
ekonadvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BRAKEFIELD, GENELLE, MARIE
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
BRAKEFIELD, GENELLE, MARIE
SPISAK, KENDREE, KOWALCZYK
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
EKONADVISORS.COM
Rdap Domain Creation Date
2015-07-21T16:35:08Z
Rdap Firm Age Years
11
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
10
Form 5500 Total Compensation
447,678
Form 5500 Compensation Trajectory 3y
2025313,360
2026134,318
Form 5500 Plan Count Trajectory 3y
20257
20263
Schedule C Total Compensation
447,678
Schedule C Service Provider Rows
10

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
3
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-07-21T16:35:08Z
Rdap Domain Last Changed
2022-09-19T00:42:00Z
Rdap Nameservers
Pdns07.domaincontrol.comPdns08.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
5789945
Trust Company Affiliate
No

People (3)

3
SPISAK, KENDREE, KOWALCZYK
IAR · Direct Owner · 37.5%
4719448
BRAKEFIELD, GENELLE, MARIE
IAR · Direct Owner · 37.5%
5789945
KOWALCZYK, KEITH, THOMAS
IAR · Direct Owner · 17.5%
4634953