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ENCOMPASS ADVISORY SERVICES, LLC

KATY, TX · CRD 283574 · IAPD ↗ · 281-371-6300

$121.3MRegulatory AUM
7Advisory reps
14Employees
0Clients
More than 500Planning clients
0Private funds
3States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
October 2026 — ENCOMPASS ADVISORY SERVICES, LLC notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
April 2025 — ENCOMPASS ADVISORY SERVICES, LLC (KATY, TX) is newly SEC-registered with $102.6M RAUM and 7 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.