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 adviser organized as an LLC and owned by an individual. The firm is SEC-registered (registration listed for 2025) and serves both individual/family and institutional clients. Its advisory offering spans financial planning, discretionary and non-discretionary portfolio management for individuals and small businesses, plus client education through seminars and published newsletters. The firm also functions as an insurance broker and lists an insurance company among its industry affiliations. Fee arrangements include percentage-of-AUM, hourly, subscription, and fixed fees. Encompass does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator.