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FORM ADV PART 2A, filed 17 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Etesian Wealth Advisors use?","answer":"Etesian Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $503M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Etesian Wealth Advisors have?","answer":"Etesian Wealth Advisors has 6 investment adviser representatives registered with state securities authorities, out of 8 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Etesian Wealth Advisors invest in?","answer":"At the end of its last fiscal year, Etesian Wealth Advisors’ separately managed accounts held 76% registered funds (mutual funds, ETFs, BDCs), 18% exchange-traded equities, 2% cash and equivalents, 1% non-exchange-traded equities, 1% U.S. government and agency bonds, 1% state and local bonds and 1% pooled vehicles (private funds and similar).","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Etesian Wealth Advisors?","answer":"Etesian Wealth Advisors’ direct owners are Stanley Lochrie, Barbara Lochrie, Benjamin Wright and Jesse Steele, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 17 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Etesian Wealth Advisors get paid?","answer":"Etesian Wealth Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. 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