Enclave Advisors, LLC

RIASEC Registered

Total AUM

$1.1B

Discretionary

$1.1B

100% of AUM

Avg account

$2.7M

Accounts

412

Employees

Advisory reps

Firm details

Headquarters: Austin, Texas
CRD number: 165205
Registered since: August 29, 2012
Website: www.enclaveadvisors.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM
Client types: HNWI91.07%
Charitable Organizations5.17%
Corporations / Businesses3.17%
Individuals0.58%
Services: Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Enclave Advisors, LLC is an independent, owner-operated registered investment adviser that began SEC registration in 2012. The firm acts as a capital allocator for both individual and family clients as well as institutional investors, charging fees tied to assets under management. Its primary advisory activity is discretionary portfolio management for individuals and small businesses. Enclave reports it does not pursue an active ESG investment strategy.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Exchange Traded Equities62%
Public Funds/Mutual Funds29%
US Government Bonds4%
State & Local Bonds3%
Cash & Cash Equivalents2%

Owners & executives

1 of 1

Jennifer Mccann
Chief Operations Officer and Chief Compliance OfficerCRD 4935691

Contacts

3 of 3

Jonathan Falls
Managing Director / Founder and Investment Committee MemberCRD 4230850
Matthew Garrett
Managing DirectorCRD 2433245
Sophia DiGesualdo
Investment AnalystCRD 7597797