Encircle Financial Strategies
Firm details
- Headquarters
- ,
- CRD number
- 327420
- Registered since
- October 30, 2023
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals53.99%
- HNWI45.87%
- Corporations / Businesses0.15%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Encircle Financial Strategies is an independent, individually owned registered investment adviser that provides financial planning and portfolio management primarily for individuals, families and small businesses, alongside educational seminars and workshops. The firm is SEC-registered (2023) and operates under a fee model that combines a percentage-of-AUM charge with hourly billing for certain services. Encircle does not identify as an active ESG investor, does not serve as a multi-state adviser, and is not structured as a capital allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds90%
- Exchange Traded Equities3%
- Cash & Cash Equivalents3%
- Other3%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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