Ensign Advisory Partners LLC

RIASEC RegisteredEst. 2026
Total AUM
$101M
Discretionary
$57.4M
57% of AUM
Avg account
$145K
Accounts
697
Employees
3
Advisory reps
4

Firm details

Headquarters
Gilbert, Arizona
CRD number
325650
Registered since
May 7, 2026
Custodians
ASSETMARK, INC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals49.49%
  • HNWI30.95%
  • Pension & Profit Sharing Plans16.43%
  • Corporations / Businesses3.13%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Ensign Advisory Partners LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2026. The firm serves both individual/family and institutional clients and operates as a capital allocator, selecting external managers and allocating to third‑party funds. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Fee arrangements are a blend of percentage-of-AUM and fixed fees. Ensign does not identify as an active ESG investor and is not structured as a multi-state adviser. The firm maintains industry relationships with an accountant and an insurance company to support client needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition: Exchange Traded Equities 78%, Other 14%, Cash & Cash Equivalents 4%, US Government Bonds 3%, State & Local Bonds 1%78%
  • Exchange Traded Equities78%
  • Other14%
  • Cash & Cash Equivalents4%
  • US Government Bonds3%
  • State & Local Bonds1%

Contacts

3 of 4
  • Joshua Kehm

    Joshua Kehm

    ​Senior PartnerCRD 6247210

  • Gilbert Gallahar

    Gilbert Gallahar

    Financial PlannerCRD 6322554

  • James Coon

    James Coon

    Director of Investment PlanningCRD 7267498

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Gilbert, AZ

Maricopa

Location

Gilbert, AZ

Headquartered in Gilbert, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
Maricopa
Address
161 E Rivulon Blvd
Time zone
MT (UTC-7)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth