Ensign Advisory Partners LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities78%
- Other14%
- Cash & Cash Equivalents4%
- US Government Bonds3%
- State & Local Bonds1%
Contacts
3 of 4
Joshua Kehm
Senior PartnerCRD 6247210

Gilbert Gallahar
Financial PlannerCRD 6322554

James Coon
Director of Investment PlanningCRD 7267498
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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