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| Happy Holidays!! thanks for using AUM13F!! |
| Encompass Advisory Services LLC
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| CRD # | 283574 |
| SEC # | 801-132142 |
| CIK # | 0001682573 |
| AUM | $102.6 M (2025-05-27) |
| Employees | 11 (64% Investors, 0% Brokers) |
| Phone | 281-371-6300 |
| Address | 23114 Seven Meadows Parkway Katy, TX 77494 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 369 | 57.4 |
| (b) Individuals (high net worth individuals) | 30 | 42.6 |
| (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 | 2 | 0.6 |
| (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 | 8 | 2.0 |
| (n) Other | 0 | 0.0 |
| Total | 901 | 102.6 |
| By Discretionary | ||
| Discretionary | 404 | 47.0 |
| Non-Discretionary | 497 | 55.6 |
| Total | 901 | 102.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 102.6 | |
| Total | 901 | 102.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001682573] |
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