Encircle Financial Strategies
Firm details
- Headquarters
- ,
- CRD number
- 327420
- Registered since
- October 30, 2023
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals53.99%
- HNWI45.87%
- Corporations / Businesses0.15%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Encircle Financial Strategies is an independent registered investment adviser formed in 2023 and owned by an individual. The firm advises both individuals/families and institutional clients, offering financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Its fee model blends a percentage-of-AUM charge with hourly billing for certain services. Encircle does not describe itself as an active ESG investor, is not a multi-state adviser, and does not operate as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds90%
- Exchange Traded Equities3%
- Cash & Cash Equivalents3%
- Other3%
- US Government Bonds1%
Contacts
1 of 1
Katharine Marvel
Financial PlannerCRD 2368706
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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