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Founding Partner · Eton Advisors

Robert E. Mallernee

CRD 5114053 · Named on Form ADV at one SEC-registered adviser

At a glance

Eton Advisors, an SEC-registered asset manager based in Chapel Hill, NC with $1.9 billion in regulatory assets, lists Robert E. Mallernee on its Form ADV as Founding Partner, a control person.

Firms and roles

  • Eton AdvisorsFounding PartnerAsset manager · Chapel Hill, NC · $1.9B in regulatory assets

AtlasMembers

Robert’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Robert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.