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ENCOMPASS ADVISORY SERVICES, LLC
CRD 283574 · SEC 801-132142
23114 SEVEN MEADOWS PARKWAY, KATY, TX, 77494, United States
Phone
281-371-6300
Fax
281-605-5037
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$121.3M
Discretionary AUM
$53.1M
Team
14 total employees; 7 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Subscription fees; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Publication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 392 | $69.7M |
| High net worth individuals | 33 | $49.9M |
| Charitable organizations | 2 | $526K |
| Corporations/business entities | 6 | $1.2M |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD