Enclave Advisors, LLC

RIASEC RegisteredEst. 2012

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, fee-based registered investment adviser founded in 2012 and structured as an LLC with individual ownership. The firm functions as a capital allocator for a mixed client base that includes high-net-worth individuals and families as well as institutional accounts. Its stated advisory activity centers on portfolio management for individuals and small businesses. Enclave does not identify as an active ESG investor and operates under a percentage-of-AUM fee model. The firm was named to the Financial Times Top 300 RIA Firms list in 2020.

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