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ENCLAVE ADVISORS, LLC
CRD 165205File 801-77040
APPROVED
Retail clients
Filing as of Apr 1, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.10B
Above cohort median (national)
Discretionary AUM
$1.10B
Clients
75
412 accounts
Employees
6
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Aug 29, 2012
- Principal office
- 3600 N. CAPITAL OF TEXAS HWY., BLDG B, SUITE 180, AUSTIN, TX, 78746
- Phone
- 512-527-3105
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.10B
- Discretionary AUM
- $1.10B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 412
- Non-discretionary accounts
- 0
- Total accounts
- 412
- AUM per client
- $14.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $34.9M |
| Charitable organizations | 4 | $57.0M |
| High net worth individuals | 57 | $1.00B |
| Individuals (other than high net worth individuals) | 9 | $6.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| May 1, 2026 | Clients | 67 | 75 | increased by8 |
| May 1, 2026 | AUM | $983,057,000 | $1,100,667,000 | increased by$117,610,000 |
| May 1, 2026 | Accounts | 382 | 412 | increased by30 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 7 | 6 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 7 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,056,175,000 | $983,057,000 | decreased by$73,118,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 67 | 382 | increased by315 |
| Mar 1, 2022 | Clients | 62 | 67 | increased by5 |
| Mar 1, 2022 | AUM | $1,069,744,000 | $1,056,175,000 | decreased by$13,569,000 |
| Mar 1, 2022 | Accounts | 62 | 67 | increased by5 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ENCLAVE ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ENCLAVE ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.