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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-11-2004
- Office Locations
- 1
Office Locations
About Encompass Advisors, Ltd.
Encompass Advisors is a fee-only, fiduciary RIA under the North Carolina Investment Advisers Act, offering holistic wealth management and financial planning for retirement-minded individuals and families, including retirement and estate planning, tax strategies, cash-flow management, and held-away 401(k) support. The team coordinates with clients’ CPAs and attorneys and implements portfolios using institutional funds and ETFs (e.g., through Schwab).
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Owner & Executives
JON RANDOLPH GREEN
Chief Compliance Officer, President
- CRD
- #1270148
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,683,458 | -- |
| Non-Discretionary | $1,044,186 | -- |
| Total | $46,727,644 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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