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ENCLAVE ADVISORS, LLC
CRD 165205File 801-77040
APPROVED
Retail clients
Filing as of Apr 1, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.