Elgethun Capital Management

John Barker is a CFA® charterholder with 14 years of industry experience, currently serving at Elgethun Capital Management since 2011. He is involved in several investment-related ventures, including managing partner roles in private equity and hedge fund entities, and holds leadership positions in multiple real estate investment and management companies across the upper Midwest. Barker also serves as a trustee member of Dakota REIT, providing oversight on real estate assets. Elgethun Capital Management offers discretionary and non-discretionary portfolio management and consultation services to individuals, institutions, and pooled investment vehicles. The firm employs a fundamental analysis-based investment approach emphasizing fixed-income for capital preservation and equity for appreciation, while also engaging in private pooled funds and real-asset activities.

Pierce Mcdowell is a financial advisor with Elgethun Capital Management in Sioux Falls, SD, holding Series 63 and Series 65 licenses and two years of industry experience. He has held roles at several firms, including Fourth Constellation LLC and Boston Scientific Corporation. Mcdowell also serves as an officer at SDJ Services Inc., a consulting firm providing advisory services to trust companies. Elgethun Capital Management offers discretionary and non-discretionary portfolio management and consultation services to individuals, institutions, and pooled investment vehicles. The firm’s investment approach focuses on fundamental analysis, emphasizing fixed-income for capital preservation and equities for appreciation, using strategic and tactical asset allocation along with option strategies and margin when appropriate.

Conrad Adam is a CFA® charterholder with four years of industry experience. He is currently with Elgethun Capital Management and also registered with Hirtle Callaghan & Co., a registered investment advisor. His prior experience includes roles at Wells Fargo/Abbot Downing, the South Dakota Board of Regents, the South Dakota Bureau of Finance & Management, and the University of South Dakota. Elgethun Capital Management provides discretionary and non-discretionary portfolio management and consultation services to individuals, institutions, and pooled investment vehicles. The firm’s investment approach focuses on fundamental analysis, emphasizing fixed-income for capital preservation and equities for appreciation, utilizing strategic and tactical asset allocation, option strategies, and margin when appropriate.

Austin Wagner is a financial advisor at Elgethun Capital Management in Sioux Falls, SD, holding a Series 65 designation with nine years of industry experience. His prior work includes a position at the Federal Deposit Insurance Corporation (FDIC) and studies at the University of South Dakota. Outside of advising, Wagner serves as president of Aegis Western, LLC, which manages the Western Mall, a significant retail property in Sioux Falls. Elgethun Capital Management provides portfolio management and consultation services to individuals, institutions, and pooled investment vehicles, managing approximately $884.5 million in discretionary assets. The firm employs a fundamental analysis approach focused on fixed-income for capital preservation and equities for growth, utilizing diverse investment strategies and offering regular account reviews.

Chase Harris is a financial advisor at Elgethun Capital Management in Sioux Falls, SD, holding a Series 65 designation. He has been with Elgethun Capital Management since 2024 and previously worked at First Premier Bank. Elgethun Capital Management provides discretionary and non-discretionary portfolio management and consultation services to individuals, institutions, and pooled investment vehicles. The firm’s investment approach focuses on fundamental analysis with an emphasis on fixed-income for capital preservation and equities for appreciation, utilizing strategic and tactical asset allocation alongside option strategies and margin when appropriate.

Trevor Sinclair is a financial advisor at Elgethun Capital Management with one year of industry experience. He holds a Series 65 credential and has prior work experience at the University of South Dakota and Old Dominion Freight Line. Elgethun Capital Management provides discretionary and non-discretionary portfolio management and consultation services to individuals, institutions, and pooled investment vehicles. The firm emphasizes fundamental analysis with a focus on fixed-income for capital preservation and equities for appreciation, employing strategic and tactical asset allocation along with option strategies and margin when appropriate.

Chad Hatch is a financial advisor at Elgethun Capital Management with over 20 years of industry experience, including a decade at Bird Dog Equity Partners and a long tenure at Linsco/Private Ledger Corp. He holds Series 63 and Series 65 licenses. In addition to his advisory role, he serves as a board member for two companies through Professional Financial Services. Elgethun Capital Management offers discretionary and non-discretionary portfolio management and consultation services to individuals, institutions, and pooled investment vehicles. The firm emphasizes fundamental analysis with a focus on fixed-income and equity positions, employing strategic and tactical asset allocation, option strategies, and margin when appropriate.

Patrick Baird is a CFP® with eight years of industry experience, currently serving as a financial advisor at Elgethun Capital Management since 2017. Prior to that, he worked at Avalon Capital Group and briefly at Hagel's Tree Service. Elgethun Capital Management provides discretionary and non-discretionary portfolio management and consultation services to individuals, institutions, and pooled investment vehicles. The firm employs a fundamental analysis approach focused on fixed-income for capital preservation and equities for appreciation, constructing diversified portfolios through individual securities, funds, and option strategies.

Dustin Pratt is a financial advisor at Elgethun Capital Management with two years of industry experience. He holds a Series 65 designation and previously worked at Avalon Capital Group for 13 years. Elgethun Capital Management provides discretionary and non-discretionary portfolio management and consultation services to individuals, institutions, and pooled investment vehicles. The firm employs a fundamental analysis approach focused on fixed-income for capital preservation and equities for appreciation, utilizing strategic and tactical asset allocation alongside option strategies and margin when appropriate.

Christian Schoppert is a financial advisor at Elgethun Capital Management with a Series 65 designation and one year of industry experience. Prior to joining Elgethun, he worked in sponsor finance at Bank of Montreal and held various roles including positions at Badlands Capital and the University of South Dakota Admissions Office. Elgethun Capital Management provides discretionary and non-discretionary portfolio management and consultation services to individuals, institutions, and pooled investment vehicles. The firm emphasizes fundamental analysis with a focus on fixed-income for capital preservation and equities for appreciation, and it manages approximately $884.5 million in discretionary assets.