# Enclave Advisors, LLC

> 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.

- CRD: 165205
- Filed as: ENCLAVE ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Austin, TX
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/165205
- AdvisorCensus page: https://advisorcensus.com/firm/enclave-advisors-llc-austin-tx-165205

## Quick answers

**How is Enclave Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Enclave Advisors, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Enclave Advisors, LLC located?**
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).

**Is Enclave Advisors, LLC registered with the SEC or a state?**
Enclave Advisors, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 165205.

**How much does Enclave Advisors, LLC manage?**
Enclave Advisors, LLC reports $1,100,667,000 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (100% discretionary).

**How have Enclave Advisors, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Enclave Advisors, LLC serve?**
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).

**Which custodians does Enclave Advisors, LLC use?**
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.

**Does Enclave Advisors, LLC report any disciplinary disclosures?**
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

**Does Enclave Advisors, LLC state an account minimum?**
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."

**What changed in Enclave Advisors, LLC's recent Form ADV filings?**
In the May 2026 filing data: Regulatory assets under management went from $983,057,000 to $1,100,667,000 (+12%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated April 1, 2026)

- Account minimum: $5,000,000 (the brochure says it may be waived or negotiated)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,100,667,000
- Discretionary: $1,100,667,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $6,375,000 |
| High net worth individuals | 57 | $1,002,401,000 |
| Charitable organizations | 4 | $56,959,000 |
| Corporations or other businesses not listed above | 5 | $34,932,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2012 (14 years)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, GA, MS, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Atlanta, GA

### Websites listed on Form ADV (Item 1.I)
- enclaveadvisors.com
- LinkedIn @enclave-advisors-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,069,744,000 | 5 | February 2, 2021 |
| October 2022 | $1,056,175,000 | 5 | February 25, 2022 |
| October 2023 | $900,406,200 | 6 | March 21, 2023 |
| October 2024 | $933,930,000 | 6 | March 29, 2024 |
| October 2025 | $983,057,000 | 7 | March 14, 2025 |
| October 2026 | $1,100,667,000 | 6 | April 1, 2026 |

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.

## Changes in the filing (last 12 months)

### May 2026
- Regulatory assets under management went from $983,057,000 to $1,100,667,000 (+12%).

### December 2025
- Employees performing advisory functions went from 4 to 3.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Enclave Advisors, LLC (CRD 165205): Form ADV filing data as of October 2026.