Encompass Advisory Services, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Katy, TX. Its latest Form ADV filing, dated March 27, 2026, reports $121M in regulatory assets under management, 14 employees, and 1,007 accounts.
Assets Under Management
$121M
Employees
14
Offices
--
Total Clients
433
Primary office
KATY, TX
23114 SEVEN MEADOWS PARKWAY, KATY, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 90.5% of total clients.
Top client categories% of clientsClients
1
Individuals
90.5%
392
2
HNWI
7.6%
33
3
Corporations
1.4%
6
4
Charitable
0.5%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$121Mas of March 27, 2026
Discretionary43.8%
$53M
44% of total RAUM43.8%
Non-discretionary56.2%
$68M
56% of total RAUM56.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$121M
Total Accounts1,007
10Y AUM Change+$19M (+18.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee31:1
10Y Employee Change+2 (+16.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.