This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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).
Reported data analysis
What the numbers show
Of the latest reported AUM, 97.8% is discretionary and 2.2% is non-discretionary.
The firm reports 1 advisory representatives and 48 clients, or 48 clients per representative. That equates to $973.5K in reported AUM per client.
The profile lists 1 reported office location and 22 years in operation. The source data was last updated on March 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Encompass Advisors, Ltd.'s detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Encompass Advisors, Ltd. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JON RANDOLPH GREEN
Chief Compliance Officer, President
- CRD
- #1270148
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,683,458 | -- |
| Non-Discretionary | $1,044,186 | -- |
| Total | $46,727,644 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Encompass Advisors, Ltd. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
Continue browsing