DFX Intelligence

Data Factory

AllocatorsInvestment consultantinvestment consultant

Ekon Advisors

Allocators

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:87cfacd7-8094-4dbd-9e60-b06a4f994adc

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 19, 2026, 8:41 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 1
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

EKON ADVISORS, LLC

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Plan clients: 5Form 5500 Schedule C
Public clients: 0
Advisory clients: 4
Institutional RAUM: $220MForm ADV
Discretionary RAUM: $110M
Pension plan clients (ADV): 14
Government clients (ADV): 1
Recommended commitments: 0derived
Latest client year end: May 31, 2023
CRD: 281039

Plan clients

plans naming this consultant on Form 5500 Schedule C or in their own reports

Plan	Role	From	To	Current	Evidence
Int'l Assoc. of S.M.A.R.T. Workers Local Union 268 Pension Trust & Plan Agreement	Investment adviser	Jun 1, 2022	May 31, 2023	no	fact
Plumbers and Pipefitters Local Union 553 Pension Plan	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact
Stove, Furnace, Allied Appliance, and Enamel Workers Union Pension Plan	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact
Plumbers Local 360 Pension Plan	custodian	Jan 1, 2022	Dec 31, 2022	no	fact
Plumbers & Pipefitters Local 653 Pension Fund	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Advised by (5)

← Int'l Assoc. of S.M.A.R.T. Workers Local Union 268 Pension Trust & Plan AgreementPlanInvestment adviser
Jun 1, 2022 to May 31, 2023factForm 5500
← Plumbers & Pipefitters Local 653 Pension FundPlanInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Plumbers Local 360 Pension PlanPlancustodian
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Stove, Furnace, Allied Appliance, and Enamel Workers Union Pension PlanPlanInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Plumbers and Pipefitters Local Union 553 Pension PlanPlanInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

No dated event names this entity yet.

Provenance

Graph: Allocators
Canonical id: dfx:al:87cfacd7-8094-4dbd-9e60-b06a4f994adc
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 3 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.