← Tributary

ENERVEST INVESTMENT SERVICES, L.L.C.

HOUSTON, TX · CRD 297181 · IAPD ↗ · enervest.net · 713-659-3500

$1.01BRegulatory AUM
9Advisory reps
316Employees
0Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — ENERVEST INVESTMENT SERVICES, L.L.C. shrank from 13 to 9 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
35
April 2025 — ENERVEST INVESTMENT SERVICES, L.L.C. reported RAUM down 31% ($1.52B -> $1.05B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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