Enclave Advisors, LLC

RIASEC Registered

Total AUM

$1.1B

Discretionary

$1.1B

100% of AUM

Avg account

$2.7M

Accounts

412

Employees

6

Advisory reps

4

Firm details

Headquarters: Austin, Texas
CRD number: 165205
Registered since: August 29, 2012
Website: www.enclaveadvisors.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM
Client types: HNWI91.07%
Charitable Organizations5.17%
Corporations / Businesses3.17%
Individuals0.58%
Services: Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Enclave Advisors, LLC is an independent, owner-operated registered investment adviser that began SEC registration in 2012. The firm acts as a capital allocator for both individual and family clients as well as institutional investors, charging fees tied to assets under management. Its primary advisory activity is discretionary portfolio management for individuals and small businesses. Enclave reports it does not pursue an active ESG investment strategy.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities62%
Public Funds/Mutual Funds29%
US Government Bonds4%
State & Local Bonds3%
Cash & Cash Equivalents2%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 77

Active vs passive

$674M in ETFs

Passive

84%

$566M

Active

10%

$108M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES CORE S&P 500 ETF (IVV)	BlackRock	Passive	Large Blend	$76.4M	99,700	11.33%

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Primary office

Austin, TX

Travis

Location

Austin, TX

Headquartered in Austin, TX, in the South of the United States.

Region: South
County: Travis
Address: 3600 N Capital Of Texas Hwy
Time zone: CT (UTC-6)
Office locations

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