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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-29-2012
- Office Locations
- 2
Office Locations
About Enclave Advisors, LLC
Enclave Advisors is an independent fiduciary RIA serving select families, business owners and charitable organizations. It provides investment management coordinated with trust/estate planning guidance and family office services. Portfolios use multi-asset allocations across ETFs, mutual funds and fixed income (including municipals). Founder J. Craig Falls was recognized in Forbes’ 2025 Best-In-State and Barron’s 2024 Top 1,200 lists.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
JONATHAN CRAIG FALLS
Managing Director
- CRD
- #4230850
- Ownership
- 50% but less than 75%
MATTHEW DAMON GARRETT
Managing Director
- CRD
- #2433245
- Ownership
- 25% but less than 50%
Momentum radial
Legacy crest
- CRD
- #35463
- Ownership
- 27.1%
Showing 2 of 3 owners & executives
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Sophia Atiana DiGesualdo
--
- CRD
- #7597797
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,100,667,000 | $2,671,522 |
| Non-Discretionary | $0 | -- |
| Total | $1,100,667,000 | $2,671,522 |
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Separately Managed Accounts
Total SMA Asset: $1,100,667,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $575,247,963 | 16.7% |
| Public Funds | $1,088,493,151 | 31.6% |
| U.S. Government/Agency | $878,372,637 | 25.5% |
| Municipal Bonds | $589,026,357 | 17.1% |
| Cash | $313,458,470 | 9.1% |
| Total | $3,444,598,578 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| LEGACY PEAK BRIDGE | ALPHA HARBOR | OM3QF26G0 | WYTG | 9.55% | $70,361,025 |
| PATHWAY PIONEER | CATALYST VITAL | 5OMNDIZFP | PEHY | 12.45% | $22,940,555 |
| VERTEX ZENITH | DELTA PATHWAY | NKODOHE4D | YVN | 5.92% | $86,792,469 |
| VALUE OAK | MOMENTUM CATALYST | YL74CBDCV | SNW | 11.64% | $49,005,664 |
| GLACIER QUANTUM | OAK HARBOR | 9UZ16BPNY | ANGU | 10.46% | $108,348,999 |
| WAVE PEAK | PEAK ATLAS | F2FAEG9LQ | EREN | 8.59% | $69,004,326 |
| OPTIMA HORIZON | MOMENTUM CREST | UHMJ7LGLM | RVLPC | 10.49% | $109,021,411 |
| ZENITH GLACIER | ATLAS FOCUS | 7DMMYILHW | NTGYO | 1.86% | $64,716,672 |