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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

AUTHENTIKOS WEALTH ADVISORY LLC

CRD 286646

NEW BRAUNFELS, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6dd51a24-bbf7-b150-28c0-3d4e14933ea5

Data as of Jul 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 0
Observed: Nov 3, 2020 to Jul 2, 2026
14 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $184MItem 5.F on the latest filing (2026-07-02); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $184M
Private client RAUM: $183MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $46.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 3
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 928
Individual clients: 379
High net worth clients: 40
Custody, client assets: $45.3M
SEC number: 801-119920
CRD: 286646
Filings on the tape: 14
First filed: Nov 3, 2020
Latest filed: Jul 2, 2026
Organised: Limited Liability Company, CA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JARED M ELSON	n/a	NEW BRAUNFELS, TX	9	17	1	no
Christine Brieanna Mason	n/a	CAMPBELL, CA \| NEW BRAUNFELS, TX	8	12	n/a	no
James Bergis	n/a	NEW BRAUNFELS, TX \| New Braunfels, TX	6	12	n/a	no
Sherry Elaine Neeley	n/a	NEW BRAUNFELS, TX \| New Braunfels, TX	1	12	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ELSON, JARED, M	Ceo	E	yes	11/2016	Nov 3, 2020	Mar 26, 2024
KERNEY, THOMAS, DEKARI	CHIEF COMPLIANCE OFFICER	Na	no	08/2022	Aug 12, 2022	Mar 26, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
AUTHENITKOS FINANCIAL & INSURANCE SERVICES, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Campbell	CA	United States	2	no
NEW BRAUNFELS	TX	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$184M	$184M	5	3	2	n/a	n/a
2024	Mar 25, 2025	$155M	$155M	5	3	2	n/a	n/a
2023	Mar 26, 2024	$125M	$125M	8	3	2	n/a	n/a
2022	Mar 28, 2023	$132M	$132M	9	3	1	n/a	n/a
2021	Mar 24, 2022	$164M	$164M	9	3	1	n/a	n/a
2020	Mar 10, 2021	$122M	$122M	10	3	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$184M	$155M	18.9%	$132M	11.6%	5	5	2	2

Relationships

Registered with (4)

← Sherry Elaine NeeleyAdvisorregistration: current employment
Feb 7, 2025 to presentfactForm ADV
← James BergisAdvisorregistration: current employment
Feb 24, 2020 to presentfactForm ADV
← Christine Brieanna MasonAdvisorregistration: current employment
Aug 23, 2018 to presentfactForm ADV
← JARED M ELSONAdvisorregistration: current employment
May 9, 2017 to presentfactForm ADV

Owns (1)

← KERNEY, THOMAS, DEKARIOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 12, 2022 to Mar 26, 2024factForm ADV

Controls (1)

← ELSON, JARED, MOwnerCEO, ownership code E, individual
Nov 3, 2020 to Mar 26, 2024factForm ADV

Dated events

Occurred
Mar 26, 2024
Control person left
Brieanna Christine Mason Leis (Coo) no longer on Schedule A of Authentikos Wealth Advisory Llc (listed 2023-03-28, absent 2024-03-26)
Form ADVobserved 6 days ago
Occurred
Mar 10, 2021
Control person joined
Brieanna Christine Mason Leis (Coo) appeared on Schedule A of Authentikos Wealth Advisory Llc
Form ADVobserved 6 days ago
Occurred
Nov 3, 2020
First Form ADV filing
Regent Wealth Advisory, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6dd51a24-bbf7-b150-28c0-3d4e14933ea5
First observed: Nov 3, 2020
Last observed: Jul 2, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
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.

AUTHENTIKOS WEALTH ADVISORY LLC

CRD 286646

NEW BRAUNFELS, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6dd51a24-bbf7-b150-28c0-3d4e14933ea5

Data as of Jul 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:18 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JARED M ELSON

n/a

NEW BRAUNFELS, TX

Christine Brieanna Mason

n/a

CAMPBELL, CA | NEW BRAUNFELS, TX

n/a

James Bergis

n/a

NEW BRAUNFELS, TX | New Braunfels, TX

n/a

Sherry Elaine Neeley

n/a

NEW BRAUNFELS, TX | New Braunfels, TX

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ELSON, JARED, M

Ceo

yes

11/2016

Nov 3, 2020

Mar 26, 2024

KERNEY, THOMAS, DEKARI

CHIEF COMPLIANCE OFFICER

08/2022

Aug 12, 2022

Mar 26, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

AUTHENITKOS FINANCIAL & INSURANCE SERVICES, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Campbell

United States

NEW BRAUNFELS

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$184M

n/a

2024

Mar 25, 2025

$155M

n/a

2023

Mar 26, 2024

$125M

n/a

2022

Mar 28, 2023

$132M

n/a

2021

Mar 24, 2022

$164M

n/a

2020

Mar 10, 2021

$122M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$184M

$155M

18.9%

$132M

11.6%