Conrad Adam
Elgethun Capital Management · Sioux Falls, South Dakota
Conrad Adam is a fee-only financial advisor at Elgethun Capital Management in Sioux Falls, South Dakota, who holds the CFA credential. Conrad charges a percentage of assets (1% a year on the first tier of assets managed).
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Facts
| Firm | Elgethun Capital Management |
|---|---|
| Based in | Sioux Falls, South Dakota |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Assets under management | $1.14B across 943 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in SD · CRD 7368901 |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.elgethuncapitalmanagement.com |
| Profile |
How Conrad's firm compares
- Elgethun Capital Management's average account is about $1.2 million, from its Form ADV (assets managed divided by 943 accounts).
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Questions about Conrad
Is Conrad Adam a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Conrad holds no broker registration, and Elgethun Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Conrad charge for financial advice?
Conrad charges a percentage of assets.
How much does Conrad charge?
According to Elgethun Capital Management's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Where is Conrad Adam based?
Conrad Adam is based in Sioux Falls, South Dakota.
What credentials does Conrad Adam hold?
Conrad Adam holds the CFA credential.
Is Conrad Adam registered with the SEC?
Yes. Conrad Adam is registered as an investment adviser representative in SD (CRD 7368901), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Elgethun Capital Management manage?
Elgethun Capital Management reports $1.14B across 943 accounts in assets under management.
How do I contact Conrad Adam?
Through Conrad's website, www.elgethuncapitalmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Elgethun Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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