ETON ADVISORS GROUP, LLC
Legal name: ETON ADVISORS
CRD #289395 SEC #801-111042 CHAPEL HILL, NC 919-442-1550
SEC Registered Private Funds
Total AUM
$1.9B
Discretionary
$1.4B
Employees
12
Clients
101
Accounts
156
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $1.9B | $1.4B | $547.5M | 12 | 4 |
| May 2025 | $1.9B | $1.4B | $547.5M | 12 | 4 |
| Mar 2025 | $1.9B | $1.4B | $547.5M | 12 | 4 |
| Nov 2024 | $2B | $1.3B | $684M | 13 | 3 |
| Aug 2024 | $2B | $1.3B | $684M | 13 | 3 |
| May 2024 | $2B | $1.3B | $684M | 13 | 3 |
| Mar 2024 | $2B | $1.3B | $684M | 13 | 3 |
| Sep 2023 | $1.6B | $1.2B | $448.2M | 12 | 3 |
| Jun 2023 | $1.6B | $1.2B | $448.2M | 12 | 3 |
| Mar 2023 | $1.6B | $1.2B | $448.2M | 12 | 3 |
| Aug 2022 | $1.8B | $1.3B | $508.3M | 12 | 2 |
| Jun 2022 | $1.8B | $1.3B | $508.3M | 12 | 2 |
| Mar 2022 | $1.8B | $1.3B | $508.3M | 12 | 2 |
| Sep 2021 | $1.4B | $1.1B | $369.4M | 11 | 1 |
| Mar 2021 | $1.4B | $1.1B | $369.4M | 11 | 1 |
| Aug 2020 | $1.4B | $1.1B | $272.6M | 11 | 1 |
| Jun 2020 | $1.4B | $1.1B | $272.6M | 11 | 1 |
| Jun 2020 | $1.4B | $1.1B | $272.6M | 11 | 1 |
| Mar 2020 | $1.4B | $1.1B | $272.6M | 11 | 1 |
| Sep 2019 | $1.5B | $1B | $434.3M | 11 | 2 |
| Mar 2019 | $1.5B | $1B | $434.3M | 11 | 2 |
| Aug 2018 | $1.6B | $1B | $576.7M | 11 | 0 |
| Aug 2018 | $1.6B | $1B | $576.7M | 11 | 0 |
| Apr 2018 | $1.6B | $1B | $576.7M | 11 | 0 |
| Mar 2018 | $1.6B | $983.8M | $576.7M | 11 | 0 |
| Sep 2017 | $1.6B | $1B | $571.8M | 13 | 100 |
| Jul 2017 | $0 | $0 | $0 | 0 | 0 |
DateJun 2025
Total AUM$1.9B
Discretionary$1.4B
Non-Disc.$547.5M
Employees12
Clients4
DateMay 2025
Total AUM$1.9B
Discretionary$1.4B
Non-Disc.$547.5M
Employees12
Clients4
DateMar 2025
Total AUM$1.9B
Discretionary$1.4B
Non-Disc.$547.5M
Employees12
Clients4
DateNov 2024
Total AUM$2B
Discretionary$1.3B
Non-Disc.$684M
Employees13
Clients3
DateAug 2024
Total AUM$2B
Discretionary$1.3B
Non-Disc.$684M
Employees13
Clients3
DateMay 2024
Total AUM$2B
Discretionary$1.3B
Non-Disc.$684M
Employees13
Clients3
DateMar 2024
Total AUM$2B
Discretionary$1.3B
Non-Disc.$684M
Employees13
Clients3
DateSep 2023
Total AUM$1.6B
Discretionary$1.2B
Non-Disc.$448.2M
Employees12
Clients3
DateJun 2023
Total AUM$1.6B
Discretionary$1.2B
Non-Disc.$448.2M
Employees12
Clients3
DateMar 2023
Total AUM$1.6B
Discretionary$1.2B
Non-Disc.$448.2M
Employees12
Clients3
DateAug 2022
Total AUM$1.8B
Discretionary$1.3B
Non-Disc.$508.3M
Employees12
Clients2
DateJun 2022
Total AUM$1.8B
Discretionary$1.3B
Non-Disc.$508.3M
Employees12
Clients2
DateMar 2022
Total AUM$1.8B
Discretionary$1.3B
Non-Disc.$508.3M
Employees12
Clients2
DateSep 2021
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$369.4M
Employees11
Clients1
DateMar 2021
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$369.4M
Employees11
Clients1
DateAug 2020
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$272.6M
Employees11
Clients1
DateJun 2020
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$272.6M
Employees11
Clients1
DateJun 2020
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$272.6M
Employees11
Clients1
DateMar 2020
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$272.6M
Employees11
Clients1
DateSep 2019
Total AUM$1.5B
Discretionary$1B
Non-Disc.$434.3M
Employees11
Clients2
DateMar 2019
Total AUM$1.5B
Discretionary$1B
Non-Disc.$434.3M
Employees11
Clients2
DateAug 2018
Total AUM$1.6B
Discretionary$1B
Non-Disc.$576.7M
Employees11
Clients0
DateAug 2018
Total AUM$1.6B
Discretionary$1B
Non-Disc.$576.7M
Employees11
Clients0
DateApr 2018
Total AUM$1.6B
Discretionary$1B
Non-Disc.$576.7M
Employees11
Clients0
DateMar 2018
Total AUM$1.6B
Discretionary$983.8M
Non-Disc.$576.7M
Employees11
Clients0
DateSep 2017
Total AUM$1.6B
Discretionary$1B
Non-Disc.$571.8M
Employees13
Clients100
DateJul 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees0
Clients0