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ENCOMPASS ADVISORS, LTD.
CRD 130857
10 ENCOMPASS PLAZA, BREVARD, NC, 28712, United States
Phone
828-884-8840
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$46.7M
Discretionary AUM
$45.7M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 33 | $14.6M |
| High net worth individuals | 15 | $32.2M |
All web addresses on file
Official SEC filing: View on IAPD