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ENCOMPASS ADVISORY SERVICES, LLC
CRD 283574File 801-132142
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Sep 17, 2026
Feed vintage Oct 1, 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
- Website
- HTTPS://WWW.EASADVICE.COM
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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 11 | 14 | increased by3 |
| Mar 1, 2026 | Clients | 409 | 433 | increased by24 |
| Mar 1, 2026 | AUM | $102,606,700 | $121,263,796 | increased by$18,657,096 |
| Mar 1, 2026 | Accounts | 901 | 1,007 | increased by106 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 12 | 11 | decreased by1 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ENCOMPASS ADVISORY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ENCOMPASS ADVISORY” 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.