Enloe Financial Advisory LLC
RIASEC Registered
Total AUM
$40.2M
Discretionary
$0
0% of AUM
Avg account
$693K
Accounts
58
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 167008
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI84.29%
- Individuals15.71%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Enloe Financial Advisory LLC is an independent, owner-operated registered investment adviser that provides portfolio management primarily for individuals and small businesses. The firm charges fees as a percentage of assets under management and focuses on direct client relationships rather than institutional capital allocation. Enloe reports it is not an active ESG investor, is not registered as a multi-state adviser, and does not function as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities57%
- Public Funds/Mutual Funds30%
- Cash & Cash Equivalents13%
Contacts
1 of 1Zita Enloe
Managing MemberCRD 1515330
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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