AdvizorPro

Encompass Advisory Services, LLC

Encompass Advisory Services, LLC. CRD 283574

Encompass Advisory Services, LLC logo

CRD: 283574

Encompass Advisory Services, LLC

Katy, TX, 77494
2813716300
www.easadvice.com
$121.3M Total AUM
$53.1M Disc. AUM
-- 3Y CAGR
14 Employees
433 ADV. Clients
9 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Altruist · Charles Schwab & Company · Merrill Lynch · Nationwide
Clients
Retail and Institutional
Platforms
Pioneer
Established Date
08-11-2016
Office Locations
2

Office Locations

23114 Seven Meadows Parkway Katy TX
-- Fort Worth TX

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.

Team overview

53 AVG AGE
$17.3M AVG AUM / ADVISOR
$280.1K AVG AUM / CLIENT
5.7 yrs AVG TENURE
14 Employees
7 Advisory Reps
7 RIA Reps
9yrs Firm Age

Insights

Unlock to compare peer behavior around eagle oak.
Upgrade to reveal position-level detail across insight unison.
See the complete signal summary connected to north.
See the complete signal summary connected to bridge.
Full visibility includes strategy notes for atlas bridge delta.
See the complete signal summary connected to prime.
See the complete signal summary connected to frontier.
Unlock to compare peer behavior around summit matrix.

Asset Classes

Meridian unison Unison ridge Crest

Custodian

Insight zenith Ridge alpha Foundation summit

Investment Themes

Fusion Ridge

Investment Vehicles

Pioneer atlas Element

Platform

Crest peak Unison

Services

Wave beacon Bridge Summit Vector vector Matrix North Oak Insight legacy Prime

Technology

North peak

Owner & Executives

JASON WARREN CEYANES SR

JASON WARREN CEYANES SR

Chief Executive Officer, Chief Financial Officer, Manager, President

CRD
#5994336
Ownership
75% or more
(734) 913-9688
ridge.capital@elementcapital.com
in linkedin.com/in/fusion-pathway
THOMAS HOWARD PAYNE

THOMAS HOWARD PAYNE

PARTNER

CRD
#4177697
Ownership
5% but less than 10%
(620) 398-8315
atlas.quantum@meridiancapital.com
in linkedin.com/in/harbor-foundation
V

Vital meridian

Meridian catalyst

CRD
#64224
Ownership
12.2%
(923) 508-8970
prime.radial@pioneercapital.com
in linkedin.com/in/oak-momentum

Showing 2 of 4 owners & executives

Unlock all

Contacts

NATHAN EDWARD DAGLEY

NATHAN EDWARD DAGLEY

Partner

CRD
#3204502
(820) 261-1437
focus.prime@oakcapital.com
in linkedin.com/in/horizon-frontier
S

SCOTT MICHAEL HANSEN

Investment Advisor Representative

CRD
#4510187
(463) 244-3837
peak.capital@embercapital.com
in linkedin.com/in/fusion-atlas
U

Unison atlas

Summit horizon

CRD
#76494
(756) 985-5993
quantum.element@fusioncapital.com
in linkedin.com/in/bridge-beacon

Showing 2 of 7 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary
09-15-2025
03-27-2026
Category Assets AVG. Account size
Discretionary $53,101,036 $123,204
Non-Discretionary $68,162,760 $118,338
Total $121,263,796 $120,421

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: $121,263,796

$121.3M Total SMA
Public Funds:
20.8%
Cash:
20.8%
Equity - Exchange:
5.3%
Private Funds:
9.3%
Other:
16.3%
Equity - OTC:
27.5%
Asset class Assets Assets %
Public Funds $1,458,774,590 20.8%
Cash $1,458,774,590 20.8%
Equity - Exchange $371,706,987 5.3%
Private Funds $652,240,562 9.3%
Other $1,143,174,318 16.3%
Equity - OTC $1,928,668,326 27.5%
Total $7,013,339,373 100.0%

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform