CRD: 327420
Encircle Financial Strategies
$139.4M Total AUM
$139.4M Disc. AUM
-- 3Y CAGR
4 Employees
244 ADV. Clients
2 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-11-2023
- Office Locations
- 1
Office Locations
675 Reeves WAY Suite 2 Columbus IN
About Encircle Financial Strategies
Encircle Financial Strategies is an independent Indiana-based advisory firm providing comprehensive financial planning, investment management, and risk management. The team supports clients across retirement, estate, insurance, and tax-related decisions, with a robust online resource library and events. Custody is listed with Raymond James.
Team overview
-- AVG AGE
$139.4M AVG AUM / ADVISOR
$571.3K AVG AUM / CLIENT
2.8 yrs AVG TENURE
4 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
KATHARINE BOOTH MARVEL
Chief Compliance Officer, Managing Member, President
- CRD
- #2368706
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $139,393,628 | $192,002 |
| Non-Discretionary | $0 | -- |
| Total | $139,393,628 | $192,002 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available Other:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing