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Eton Advisors

Financial planning in Chapel Hill, NC

SEC registeredNo commissions reported

Call (919) 442-1550Send a messageMap ↗

Public-record details

Address
301 W Barbee Chapel Road, Suite 303, Chapel Hill, NC 27517
Phone
(919) 442-1550
Listed under
Financial planning, Flat / fixed fees, % of assets managed
Legal name
Eton Advisors Group, LLC
CRD number
289395
Registration
SEC registered since 2017-08-25
Compensation (Form ADV 5.E)
Percentage of assets under management; Fixed fees; Other (Percentage of Assets Under Advisement)
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses; Selection of other advisers
Regulatory assets under management
$1.9 billion
Accounts managed
144
Clients reported (Form ADV 5.D)
143
Individual / high-net-worth clients
46 / 69
Employees
11
Other business activities (Form ADV 6.A)
Also active as: other financial product salesperson
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-08-14

SEC registered investment adviser, CRD 289395, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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