Elgethun Capital Management
Elgethun Capital Management is a registered investment adviser based in Sioux Falls, South Dakota. Founded in 2013, the firm primarily serves high net worth individuals and some institutional clients, managing nearly $885 million in assets as of mid-2025. With a small team of around 9 employees, it provides personalized portfolio management and investment advisory services to its clients.
Investment Strategy
Elgethun Capital Management utilizes a custom portfolio approach tailored to the individual goals and risk tolerances of each client, primarily targeting high net worth individuals. The firm is known for its hands-on, discretionary management style, with a focus on fundamental analysis and diversification across both equities and fixed income securities. It seeks long-term capital appreciation through prudent security selection, risk controls, and tax-aware strategies, but does not operate hedge funds or pooled investment vehicles as a primary strategy.
Top Holdings
Equity Positions (151)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 11.65% | $57.9M | 119,219 | $210.25 | $485.77 | -$10.3M |
F FFH.TO | FAIRFAX FINANCIAL | 9.01% | $44.8M | 24,782 | $989.17 | $2458.00 | +$9.4M |
E EFV | ISHARES TR | 4.91% | $24.4M | 384,036 | $49.85 | $63.48 | +$3.2M |
I IEMG | ISHARES INC | 4.22% | $21.0M | 349,535 | $47.77 | $60.03 | +$2.8M |
L LLY | ELI LILLY & CO | 3.86% | $19.2M | 24,637 | $487.43 | $779.53 | -$1.1M |
Industry Allocation
Investment Team (2)
| Name | Role | Location | |
|---|---|---|---|
J John Barker | President | Sioux Falls, SD , United States | |
 | Associate Portfolio Manager | Sioux Falls, SD , United States |