CRD: 315512
Encore Investment Advisors, LLC
$42.1M Total AUM
$40.1M Disc. AUM
-- 3Y CAGR
1 Employees
36 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Vector
- Established Date
- 10-07-2021
- Office Locations
- 1
Office Locations
-- North Attleborough MA
About Encore Investment Advisors, LLC
Encore Investment Advisors is an independent fiduciary wealth management boutique in the Boston area providing wealth planning and investment management. The firm applies an institutional framework to private-wealth portfolio construction, emphasizing risk-managed, after-tax return optimization. Portfolios commonly use ETFs and mutual funds, and custody is primarily at Charles Schwab and Interactive Brokers.
Team overview
33 AVG AGE
$42.1M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
4.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Oak Alpha pioneer Focus insight Matrix meridian
Client Personas
Insight frontier
Investment Themes
Zenith matrix
Investment Vehicles
Element insight
Services
Momentum matrix Quantum frontier Eagle foundation Beacon Prime value Timber foundation Legacy north Vertex Summit
Technology
Matrix
Owner & Executives
R
Robert William Shuman
Chief Compliance Officer, Principal
- CRD
- #7351919
- Ownership
- 75% or more
(401) 630-2648
zenith.ridge@deltacapital.com
in linkedin.com/in/horizon-vital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,054,948 | -- |
| Non-Discretionary | $2,030,902 | -- |
| Total | $42,085,850 | -- |
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Separately Managed Accounts
Total SMA Asset: $42,085,850
Equity - Exchange:
7.6% Public Funds:
28.9% Cash:
28.4% Corporate - Investment Grade:
7.3% Private Funds:
19.2% U.S. Government/Agency:
8.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $536,902,212 | 7.6% |
| Public Funds | $2,041,641,305 | 28.9% |
| Cash | $2,006,318,791 | 28.4% |
| Corporate - Investment Grade | $515,708,703 | 7.3% |
| Private Funds | $1,356,384,535 | 19.2% |
| U.S. Government/Agency | $607,547,239 | 8.6% |
| Total | $7,064,502,785 | 100.0% |