# Encompass Advisors, Ltd.

> Encompass Advisors, Ltd. is a state-registered investment advisory firm in Brevard, NC, registered since 2004, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 130857
- Filed as: ENCOMPASS ADVISORS, LTD.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Brevard, NC
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/130857
- AdvisorCensus page: https://advisorcensus.com/firm/encompass-advisors-ltd-brevard-nc-130857

## Quick answers

**How is Encompass Advisors, Ltd. compensated?**
On its Form ADV (Item 5.E, October 2026), Encompass Advisors, Ltd. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Encompass Advisors, Ltd. located?**
Encompass Advisors, Ltd.'s principal office is in Brevard, NC, according to its Form ADV.

**Is Encompass Advisors, Ltd. registered with the SEC or a state?**
Encompass Advisors, Ltd. is a state-registered investment advisory firm, registered since 2004. Status as filed: APPROVED. CRD 130857.

**How much does Encompass Advisors, Ltd. manage?**
Encompass Advisors, Ltd. reports $46,727,644 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (98% discretionary).

**What types of clients does Encompass Advisors, Ltd. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (33); high net worth individuals (15).

**Does Encompass Advisors, Ltd. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/130857

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $46,727,644
- Discretionary: $45,683,458
- Non-discretionary: $1,044,186

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 33 | $14,558,920 |
| High net worth individuals | 15 | $32,168,724 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2004 (22 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- encompassadvisors.com
- Facebook @EncompassAdvisors
- Instagram @encompass_advisors
- LinkedIn @18061535
- LinkedIn @registered-investment-advisor-jongreen
- X @EncompassADV

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Encompass Advisors, Ltd. (CRD 130857): Form ADV filing data as of October 2026.