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ENCOMPASS ADVISORY SERVICES, LLC
CRD 283574File 801-132142
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$121.3M
Bottom 25% of cohort (national)
Discretionary AUM
$53.1M
Non-discretionary $68.2M
Clients
433
1,007 accounts
Employees
14
Bottom 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Mar 10, 2025
- Principal office
- 23114 SEVEN MEADOWS PARKWAY, KATY, TX, 77494
- Phone
- 281-371-6300
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $121.3M
- Discretionary AUM
- $53.1M
- Non-discretionary AUM
- $68.2M
- Discretionary accounts
- 431
- Non-discretionary accounts
- 576
- Total accounts
- 1,007
- AUM per client
- $280K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $1.2M |
| Charitable organizations | Fewer than 5 | $526K |
| High net worth individuals | 33 | $49.9M |
| Individuals (other than high net worth individuals) | 392 | $69.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Subscription fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- 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
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D4
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.