Nathan Edward Dagley
Investment adviser representative at Encompass Advisory Services, LLC
25 yearsExperience
1 stateRegistered in
$121.3MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
25 years in the industry.
- Dagley Insurance Agency, LLCMar 2021 to now
- Dagley Insurance Agency, A Division of Fathom Holdings Inc.,Sep 2019 to now
- Encompass Advisory Services, LLCMay 2016 to now
- Dagley Insurance & Financial Services, Inc.Feb 2001 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (TX).
Encompass Advisory Services, LLC
$121.3MAssets managed
433Clients
7Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3204502
- Firm CRD
- 283574