ENCOMPASS ADVISORS, LTD.

Overview

Encompass Advisors, Ltd. is an independent Registered Investment Advisor that serves individual and family clients through financial planning and portfolio management. The firm primarily operates on a fee-for-service model that includes percentage-of-AUM billing alongside hourly and fixed fees. Its advisory mandate covers discretionary portfolio management for individuals and small businesses, as well as portfolio services for businesses or institutional clients. Investment activity is centered on public funds and mutual funds for core exposure, with selective use of third‑party hedge funds to add alternative strategies and diversification. The firm does not position itself as a capital allocator and is not listed as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices