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- Custodian
- Altruist · Charles Schwab & Company · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-11-2016
- Office Locations
- 2
Office Locations
About Encompass Advisory Services, LLC
Encompass Advisory Services is an independent, fee-based RIA in Katy, TX providing holistic wealth management and financial planning—investment, retirement, tax, and estate coordination—plus 401(k), business, insurance, and international account support. Serves individuals and entities including businesses, trusts/estates, pensions and charities. Takes a principal-protection-first approach with broad options from cash and CDs to stocks, mutual funds, and ETFs, supported by an Orion client portal.
Reported data analysis
What the numbers show
Between September 15, 2025 and September 17, 2026, reported AUM increased 18.2%, from $102.6M to $121.3M.
Of the latest reported AUM, 43.8% is discretionary and 56.2% is non-discretionary.
The firm reports 7 advisory representatives and 433 clients, or 61.9 clients per representative. That equates to $280.1K in reported AUM per client.
The profile lists 2 reported office locations and 10 years in operation. The source data was last updated on September 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Encompass Advisory Services, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JASON WARREN CEYANES SR
Chief Executive Officer, Chief Financial Officer, Manager, President
- CRD
- #5994336
- Ownership
- 75% or more
THOMAS HOWARD PAYNE
PARTNER
- CRD
- #4177697
- Ownership
- 5% but less than 10%
Showing 2 of 4 owners & executives
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NATHAN EDWARD DAGLEY
Partner
- CRD
- #3204502
SCOTT MICHAEL HANSEN
Investment Advisor Representative
- CRD
- #4510187
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,101,036 | $123,204 |
| Non-Discretionary | $68,162,760 | $118,338 |
| Total | $121,263,796 | $120,421 |
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Separately Managed Accounts
SMA allocation detail is available
Encompass Advisory Services, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.