|
⚲
|
| Keyboard |
| Enclave Advisors LLC
✚
|
|
|---|---|
| CRD # | 165205 |
| SEC # | 801-77040 |
| CIK # | 0001836110 |
| AUM | 1,100.7 M (2026-04-01) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 512-527-3105 |
| Address | 3600 N Capital of Texas Hwy Austin, TX 78746 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001836110 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 18.5 | ||
| Wal Mart Stores Inc | 16.5 | ||
| Newmont Mining Corp /DE/ | 13.9 | ||
| Agnico Eagle Mines Ltd | 11.8 | ||
| Nvidia Corp | 11.1 | ||
| Coca Cola Co | 10.6 | ||
| Apple Inc | 9.3 | ||
| Alphabet Inc | 8.0 | ||
| Wheaton Precious Metals Corp | 7.4 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9 | 6.4 |
| (b) Individuals (high net worth individuals) | 57 | 1,002.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 4 | 57.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 34.9 |
| (n) Other | 0 | 0.0 |
| Total | 412 | 1,100.7 |
| By Discretionary | ||
| Discretionary | 412 | 1,100.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 412 | 1,100.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,100.7 | |
| Total | 412 | 1,100.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001836110] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
ETZ Advisory LLC
✚
|
1,144.1 M | |
|
Schaefer Financial Management Inc
✚
|
CO | 1,114.9 M |
|
Smith Brothers Financial LLC
✚
|
CT | 1,113.2 M |
|
Rhame & Gorrell Wealth Management LLC
✚
|
TX | 1,107.4 M |
|
Laurel Wealth Advisors LLC
✚
|
NC | 1,106.9 M |
|
Lugano Financial Advisors Sa
✚
|
1,090.0 M | |
|
Giraffes Inc
✚
|
MS | 1,088.3 M |
|
Baseline Wealth Management Ltd
✚
|
1,083.4 M | |
|
McGowan Group Asset Management Inc
✚
|
TX | 1,083.1 M |
|
Titan Global Capital Management USA LLC
✚
|
NY | 1,081.9 M |