RIA Intel›Advisers›North Carolina›ENCOMPASS ADVISORS, LTD.

ENCOMPASS ADVISORS, LTD.

Advisory

BREVARD, NC

Data as of Mar 24, 2026 · Source: SEC Form ADV

Average account

$272K

across 172 accounts

AUM per adviser

$47M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 24, 2026.

Total AUM

$47M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$47M

Discretionary AUM$46M

Non-Discretionary AUM$1M

Discretionary %97.8%

Total Clients48

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InNC

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

48 clients

15 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NC

Closest by assets under management. All figures from Form ADV.

SOVEREIGN FINANCIAL GROUP, INC.

$47M

NEALE FINANCIAL, LLC

$47M

TEAM WEALTH PLANNING AND MANAGEMENT, INC.

CHAPEL HILL, NC

$47M

FLAGSHIP WEALTH MANAGEMENT GROUP, LLC

$46M

LINDA P. ERICKSON, CFP, INC.

$48M

VERITAS INVESTMENT ADVISORY GROUP LLC

HENDERSONVILLE, NC

$46M

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