Eton Advisors Group, LLC

Overview

Eton Advisors combines investment management, wealth structuring, and family office services through one coordinated team.² The firm reports financial planning, portfolio management for individuals and small businesses, pooled vehicles, and institutions, along with selecting other advisers, newsletters and publications, and other advisory services.¹

The firm was founded in 2009.³ Its principal office is in Chapel Hill, North Carolina, and the directory record reports no other offices.³

History

Eton Advisors was founded in 2009.³ The firm’s website identifies Robert E. Mallernee, W. Jackson Parham, Jr., and Teresa Eriksson as founding partners.⁴

Leadership

The firm lists the following team members and titles:

1. Robert E. Mallernee, CFA, Founding Partner.⁴ 2. W. Jackson Parham, Jr., CFA, Founding Partner and Chief Investment Officer.⁴ 3. Teresa Eriksson, Founding Partner.⁴ 4. Brian Hughes, President.⁴ 5. John C. Wallace, CFA, Partner and Senior Investment Officer.⁴ 6. Brad F. Dalton, CFA, Partner and Senior Portfolio Manager.⁴ 7. Dexter Blackwell, CPA, Partner and Senior Wealth Manager.⁴ 8. Sarah C. Sculley, Chief Operating Officer and Chief Compliance Officer.⁴ 9. Molly Baumberger, CFP®, Senior Wealth Manager.⁴ 10. Chaley Munn, Wealth Management Associate.⁴ 11. Andrew Mooring, Wealth Management Associate.⁴ 12. Amory Cline, Wealth Management Administrator.⁴

The website says the partners and supporting wealth talent have more than a century of cumulative experience.⁴

Services

Eton describes goals based investing as portfolio design and implementation using public and private markets for long term objectives.⁵ Its investment services include liquid and income oriented assets, growth oriented assets, risk mitigating assets, and inflation protecting assets.⁵ Private investments are used selectively for diversification, differentiated growth, and long term goals within the broader portfolio.⁵

Family office administration includes bill pay, cash management, recordkeeping, document organization, insurance tracking, and coordination with accountants and custodians.⁶ Reporting services include consolidated reporting, performance and exposure tracking, secure information organization, and technology platforms that support decision making.⁶

Family governance support includes family meetings and retreats, communication structures, next generation education, and philanthropic coordination.⁶ Special project support covers liquidity events, real estate transactions, major purchases or sales, transitions, and life changes.⁶

Wealth structuring covers estate, tax, and governance planning connected to family structure and multigenerational decision making.⁷ The firm also describes generational wealth transfer strategies, goals based investment integration, coordination with the financial ecosystem, multigenerational household integration, giving back, and financial planning as focus areas.⁷ Foundations and endowments receive mission aligned investment and governance support.²

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Estate planning
• Philanthropy
• Family governance and education
• Administration and bill pay
• Risk and insurance
• Private and alternative investments

Client focus

Eton says it serves ultra high net worth families and institutions nationwide.² Its reported client categories include 46 individuals who are not high net worth individuals, 69 high net worth individuals, 5 pooled vehicles, 6 charities, and 5 other clients.³

Investment philosophy and approach

Eton identifies its investment philosophy as goals based.⁵ The firm says families have different goals, timelines, and priorities, and that its preferred approach seeks the highest probability of reaching those goals with the least possible risk.⁵

The firm says true wealth management integrates investments, taxes, estate planning, and related moving parts into a cohesive strategy.⁵ Its stated process is to discover priorities, name and prioritize goals, create a bespoke asset allocation, align investments with tax circumstances, liquidity preferences, and personal beliefs, and design for calm, confidence, clarity, and peace of mind.⁵

Assets and minimums

The directory record reports regulatory assets under management of $1,886,697,575 as of August 14, 2026.³ The reported client assets are $30,904,494 for non high net worth individuals, $707,465,492 for high net worth individuals, $155,746,548 for pooled vehicles, $39,070,319 for charities, and $747,488,655 for other clients.³ The record reports percentage of assets under management fees, fixed fees, and other fee types.³

By the numbers

FAQs

Related resources

• LocationMultifamily offices in North Carolina

  This page helps compare multi family offices serving North Carolina families, including firms near Chapel Hill and across the state. It gives a reader considering Eton Advisors a broader view of regional options, service mixes, and the types of wealthy families and institutions these firms may work with.

• Network siteEstatePlanner.com

  EstatePlanner.com offers plain language guides on wills, trusts, and related estate planning decisions. A family considering Eton Advisors can use these materials to prepare questions about estate structures, tax planning, beneficiary decisions, and coordination with investment management and family governance.

• Network siteFamilyOffices.com

  FamilyOffices.com provides resources and a community focused on single family offices and wealthy families. Readers can use it to learn how families organize investment oversight, administration, education, philanthropy, and governance before discussing which services may fit their own circumstances.

• GuideData privacy and security with an MFO

  This resource explains data privacy and security considerations when working with a multi family office. A prospective client can use it to ask about handling financial records, bill pay, tax information, family communications, and access controls when evaluating an advisory relationship.

• Similar firmsColony Family Offices
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  Profiles for Colony Family Offices, Franklin Street Partners, and Epic Capital Wealth Management offer additional points of comparison on this site. Reviewing these firms may help a family or business owner compare service categories, client focus, and geographic orientation alongside Eton Advisors in the broader multi family office market.

Sources

1. SEC Form ADV, accessed October 23, 2026
2. Eton Advisors, accessed October 23, 2026
3. MultifamilyOffices.com SEC and IAPD merge record, as of August 14, 2026. SEC filing reference:
4. Eton Advisors team, accessed October 23, 2026
5. Eton Advisors investments, accessed October 23, 2026
6. Eton Advisors family office services, accessed October 23, 2026
7. Eton Advisors wealth structuring, accessed October 23, 2026

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.