Tech stack
No one at Ekon Advisors, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
M
Matrix Trust
Per Form ADV · $51M held · filed Dec 2024
Vanguard
Per Form ADV · $42M held · filed Dec 2024
C
Capital Client Group, Inc.
Per Form ADV · $26M held · filed Dec 2024
B
Busey Wealth Management
Per Form ADV · $24M held · filed Dec 2024