{
  "crd_number": 170807,
  "slug": "encompass-wealth-advisors-llc-portland-or-170807",
  "primary_business_name": "ENCOMPASS WEALTH ADVISORS, LLC",
  "legal_name": "ENCOMPASS WEALTH ADVISORS, LLC",
  "dbas": [],
  "city": "Portland",
  "state": "OR",
  "country": "United States",
  "cbsa_code": "38900",
  "metro": {
    "cbsa_code": "38900",
    "common_name": "Portland",
    "msa_name": "Portland-Vancouver-Hillsboro, OR-WA",
    "path": "/advisors/or/portland"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2014-03-24",
  "years_registered": 12,
  "period": "2026-10-01",
  "filing_date": "2026-08-27",
  "carried_forward": false,
  "raum_total": 472778228.0,
  "raum_discretionary": 425494700.0,
  "raum_non_discretionary": 47283528.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 53139563.0,
      "count": 671
    },
    "pension_profit_sharing": {
      "raum": 15769871.0,
      "count": 71
    },
    "high_net_worth_individuals": {
      "raum": 403868794.0,
      "count": 601
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "OH",
    "OR",
    "TX",
    "WA"
  ],
  "websites": [
    "https://encompasswa.com",
    "https://facebook/ENCOMPASSADVISORSLLC",
    "https://instagram/ENCOMPASSWEALTHADVISORSLLC",
    "https://linkedin.com/ENCOMPASSWEALTHADVISORSLLC"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/170807",
  "city_as_filed": "PORTLAND",
  "url": "https://advisorcensus.com/firm/encompass-wealth-advisors-llc-portland-or-170807",
  "display_name": "Encompass Wealth Advisors, LLC",
  "summary": "Encompass Wealth Advisors, LLC is an SEC-registered investment advisory firm in Portland, OR, registered since 2014, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 27, 2026.",
  "citation": "AdvisorCensus. Encompass Wealth Advisors, LLC (CRD 170807): 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": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Encompass Wealth Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Encompass Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Encompass Wealth Advisors, LLC located?",
      "a": "Encompass Wealth Advisors, LLC's principal office is in Portland, OR, according to its Form ADV."
    },
    {
      "q": "Is Encompass Wealth Advisors, LLC registered with the SEC or a state?",
      "a": "Encompass Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 170807."
    },
    {
      "q": "How much does Encompass Wealth Advisors, LLC manage?",
      "a": "Encompass Wealth Advisors, LLC reports $472,778,228 in regulatory assets under management in its Form ADV filing dated August 27, 2026 (90% discretionary)."
    },
    {
      "q": "How have Encompass Wealth Advisors, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Encompass Wealth Advisors, LLC: Regulatory assets under management: $317,469,042 in the October 2021 data and $472,778,228 in the October 2026 data, up 49%. Total employees: 6 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Encompass Wealth Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (671); high net worth individuals (601); pension and profit sharing plans (but not the plan participants or government pension plans) (71)."
    },
    {
      "q": "Which custodians does Encompass Wealth Advisors, LLC use?",
      "a": "Encompass Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Encompass Wealth 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/170807"
    },
    {
      "q": "Does Encompass Wealth Advisors, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 17, 2026 says: \"Encompass does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship.\""
    },
    {
      "q": "What changed in Encompass Wealth Advisors, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 4 to 3. Regulatory assets under management went from $413,314,010 to $472,778,228 (+14%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 317469042.0,
      "total_employees": 6,
      "filing_date": "2021-03-15"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 410870391.0,
      "total_employees": 6,
      "filing_date": "2022-03-02"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 281546072.0,
      "total_employees": 5,
      "filing_date": "2023-09-12"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 350409917.0,
      "total_employees": 5,
      "filing_date": "2024-03-06"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 413314010.0,
      "total_employees": 5,
      "filing_date": "2025-03-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 472778228.0,
      "total_employees": 5,
      "filing_date": "2026-08-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 4 to 3.",
        "Regulatory assets under management went from $413,314,010 to $472,778,228 (+14%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in OH."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 17, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "Encompass does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Encompass does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL 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/encompass-wealth-advisors-llc-portland-or-170807.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 671,
      "fewer_than_5": false,
      "raum": 53139563.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 601,
      "fewer_than_5": false,
      "raum": 403868794.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 71,
      "fewer_than_5": false,
      "raum": 15769871.0
    }
  ],
  "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/170807",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}