Enloe Financial Advisory LLC

Overview

Enloe Financial Advisory LLC is a small, fee-based RIA that focuses on portfolio management for individuals and small businesses. The firm charges a percentage of AUM and serves a client base composed primarily of individuals and families. Its filings show a clear preference for equity exposure, with exchange-traded equities representing the single largest asset class position. The adviser does not report active ESG investing, is not a multi-state adviser, and does not operate as a capital allocator or pension consultant. Investment activity appears centered on executed equity strategies delivered through custody at a major retail custodian. The firm’s model is largely non-discretionary, which suggests the adviser typically provides recommendations and implements client-directed decisions rather than maintaining broad discretionary trading authority.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices