Encompass Advisory Services, LLC
Encompass Advisory Services, LLC is an SEC-registered mass-market adviser in Katy, TX with $121.3M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Encompass Advisory Services, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 283574, SEC 801-132142, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $121.3M (2026-03-27)
- Firm type
- Mass-Market Adviser
- Location
- Katy, TX
- Employees
- 14
- Clients
- 433
- CRD
- 283574
- Ownership
- PAYNE, THOMAS, HOWARD; BIANCHI, DIDYA, MERCEDES; CEYANES, JASON, WARREN; Sensenig, Derek, Jay
How much AUM does Encompass Advisory Services, LLC have?
Encompass Advisory Services, LLC reported $121.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Encompass Advisory Services, LLC?
Disclosed owners and executives of Encompass Advisory Services, LLC include PAYNE, THOMAS, HOWARD, BIANCHI, DIDYA, MERCEDES, CEYANES, JASON, WARREN, Sensenig, Derek, Jay. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.