Max Thomas Mangum

Employer firm

Eltekon Advisors, LLC. CRD 115371

$340M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2020 → Present
  Eltekon Advisors, Llc
  West Lake Hills, TX
• 08/2003 → 06/2020
  Student
  West Lake Hills, TX
• 09/2020 → Present
  Terra Primera, Llc
  West Lake Hills, TX
• 05/2021 → Present
  Bat Investments, Inc.
  Austin, TX

Other Businesses

(1) Terra Primera, LLC; Non-Investment Related; Advisors Residential Address; A startup specializing in carbon emissions measuring technology; CEO; 09/2020; 20 hours per month outside trading hours; Business Growth and Development (2) BAT Investments, Inc.; Investment Related; 7901 Mowinkle Dr, Austin, TX 78736; BAT Investments, Inc. is a holding company of a community bank named Capital Bank of Texas to be dba Prime Bank; Board Member; 05/2021; 4 Hours per month during securities trading hours, 2 hours per month outside of trading hours; duties to consist with board membership and community relation

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-12-18