SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Enclave Advisors, LLC
Austin, TX
CRD 165205
Firm filing updated April 1, 2026 ·
- $1.1BAssets
- 75Clients
- 3Advisory staff
- 412Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals57
- Individuals9
- Corporations or other businesses5
- Charities4
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 9 | $6.4 million |
| High net worth individuals | 57 | $1.0 billion |
| Charitable organizations | 4 | $57.0 million |
| Corporations or other businesses not listed above | 5 | $34.9 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for individuals and/or small businesses
Assets and accounts
- Regulatory assets$1.1 billion
- Accounts412
- DiscretionaryAll accounts
People
- Employees6
- Advisory staff3
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients0
Advisors
2 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 165205, SEC file 801-77040.
- Registered with the SEC as an investment advisor (status date on record: August 29, 2012).
Is Enclave Advisors, LLC a fiduciary?
Short answer: Enclave Advisors, LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.