{
  "crd_number": 165205,
  "slug": "enclave-advisors-llc-austin-tx-165205",
  "primary_business_name": "ENCLAVE ADVISORS, LLC",
  "legal_name": "ENCLAVE ADVISORS, LLC",
  "dbas": [],
  "city": "Austin",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "12420",
  "metro": {
    "cbsa_code": "12420",
    "common_name": "Austin",
    "msa_name": "Austin-Round Rock-San Marcos, TX",
    "path": "/advisors/tx/austin"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2012-08-29",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-04-01",
  "carried_forward": false,
  "raum_total": 1100667000.0,
  "raum_discretionary": 1100667000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 6,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 56959000.0,
      "count": 4
    },
    "individuals": {
      "raum": 6375000.0,
      "count": 9
    },
    "high_net_worth_individuals": {
      "raum": 1002401000.0,
      "count": 57
    },
    "corporations_other_businesses": {
      "raum": 34932000.0,
      "count": 5
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "GA",
    "MS",
    "TX"
  ],
  "websites": [
    "https://enclaveadvisors.com",
    "https://linkedin.com/company/enclave-advisors-llc/about?viewAsMember=true"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/165205",
  "city_as_filed": "AUSTIN",
  "url": "https://advisorcensus.com/firm/enclave-advisors-llc-austin-tx-165205",
  "display_name": "Enclave Advisors, LLC",
  "summary": "Enclave Advisors, LLC is an SEC-registered investment advisory firm in Austin, TX, registered since 2012, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated April 1, 2026.",
  "citation": "AdvisorCensus. Enclave Advisors, LLC (CRD 165205): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Enclave Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Enclave Advisors, LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Enclave Advisors, LLC located?",
      "a": "Enclave Advisors, LLC's principal office is in Austin, TX, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Enclave Advisors, LLC registered with the SEC or a state?",
      "a": "Enclave Advisors, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 165205."
    },
    {
      "q": "How much does Enclave Advisors, LLC manage?",
      "a": "Enclave Advisors, LLC reports $1,100,667,000 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (100% discretionary)."
    },
    {
      "q": "How have Enclave Advisors, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Enclave Advisors, LLC: Regulatory assets under management: $1,069,744,000 in the October 2021 data and $1,100,667,000 in the October 2026 data, up 3%. Total employees: 5 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Enclave Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (57); individuals (other than high net worth individuals) (9); corporations or other businesses not listed above (5)."
    },
    {
      "q": "Which custodians does Enclave Advisors, LLC use?",
      "a": "Enclave Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Enclave Advisors, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/165205"
    },
    {
      "q": "Does Enclave Advisors, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated April 1, 2026 says: \"New client relationships typically begin with a minimum account size of $5,000,000. Enclave may at its discretion accept accounts below $5,000,000.\" \"Enclave requires a minimum account size of $5,000,000 to enter into an Advisory Agreement. However, Enclave retains the discretion to lower or waive said minimum.\""
    },
    {
      "q": "What changed in Enclave Advisors, LLC's recent Form ADV filings?",
      "a": "In the May 2026 filing data: Regulatory assets under management went from $983,057,000 to $1,100,667,000 (+12%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1069744000.0,
      "total_employees": 5,
      "filing_date": "2021-02-02"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1056175000.0,
      "total_employees": 5,
      "filing_date": "2022-02-25"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 900406200.0,
      "total_employees": 6,
      "filing_date": "2023-03-21"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 933930000.0,
      "total_employees": 6,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 983057000.0,
      "total_employees": 7,
      "filing_date": "2025-03-14"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1100667000.0,
      "total_employees": 6,
      "filing_date": "2026-04-01"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Regulatory assets under management went from $983,057,000 to $1,100,667,000 (+12%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 4 to 3."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 1, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$5,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $5,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "New client relationships typically begin with a minimum account size of $5,000,000. Enclave may at its discretion accept accounts below $5,000,000.",
          "Enclave requires a minimum account size of $5,000,000 to enter into an Advisory Agreement. However, Enclave retains the discretion to lower or waive said minimum."
        ]
      }
    ],
    "quotes": [
      "New client relationships typically begin with a minimum account size of $5,000,000. Enclave may at its discretion accept accounts below $5,000,000.",
      "Enclave requires a minimum account size of $5,000,000 to enter into an Advisory Agreement. However, Enclave retains the discretion to lower or waive said minimum."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/enclave-advisors-llc-austin-tx-165205.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 9,
      "fewer_than_5": false,
      "raum": 6375000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 57,
      "fewer_than_5": false,
      "raum": 1002401000.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 4,
      "fewer_than_5": false,
      "raum": 56959000.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 5,
      "fewer_than_5": false,
      "raum": 34932000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/165205",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}