Encompass Advisory Services, LLC

RIASEC RegisteredEst. 2025

Total AUM

$121M

Discretionary

$53.1M

44% of AUM

Avg account

$120K

Accounts

1,007

Employees

Advisory reps

Firm details

Headquarters: Katy, Texas
CRD number: 283574
Registered since: March 10, 2025
Website: www.easadvice.com
Custodians: CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees
Client types: Individuals57.48%
HNWI41.13%
Corporations / Businesses0.96%
Charitable Organizations0.43%
Services: Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Encompass Advisory Services, LLC is an independent registered investment advisor organized as an LLC and listed as SEC-registered in 2025. The firm serves both individual and family clients as well as institutional clients and also operates as an insurance broker. Its advisory menu includes financial planning and portfolio management for individuals and small businesses, and the firm produces written periodicals and runs educational seminars and workshops. Fee arrangements are flexible: percentage-of-AUM, hourly, subscription, and fixed-fee models are all offered. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator.