Encircle Financial Strategies
Encircle Financial Strategies is an SEC-registered mass-market adviser with $139.4M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Encircle Financial Strategies: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 327420, SEC 801-128603, data through 2026-02-17.
- AUM (assets under management / regulatory AUM)
- $139.4M (2026-02-17)
- Firm type
- Mass-Market Adviser
- Employees
- 4
- Clients
- 242
- CRD
- 327420
- Ownership
- MARVEL, KATHARINE, BOOTH
How much AUM does Encircle Financial Strategies have?
Encircle Financial Strategies reported $139.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-17).
Who owns Encircle Financial Strategies?
Disclosed owners and executives of Encircle Financial Strategies include MARVEL, KATHARINE, BOOTH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.