# Encore Investment Advisors, LLC

> Encore Investment Advisors, LLC is a state-registered investment advisory firm, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 10, 2026.

- CRD: 315512
- Filed as: ENCORE INVESTMENT ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Massachusetts
- Filing period: October 2026
- Form ADV filing dated: July 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/315512
- AdvisorCensus page: https://advisorcensus.com/firm/encore-investment-advisors-llc-315512

## Quick answers

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

**Is Encore Investment Advisors, LLC registered with the SEC or a state?**
Encore Investment Advisors, LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 315512.

**How much does Encore Investment Advisors, LLC manage?**
Encore Investment Advisors, LLC reports $42,085,850 in regulatory assets under management in its Form ADV filing dated July 10, 2026 (95% discretionary).

**What types of clients does Encore Investment Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (23); individuals (other than high net worth individuals) (11).

**Does Encore Investment 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/315512

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $42,085,850
- Discretionary: $40,054,948
- Non-discretionary: $2,030,902

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $4,201,661 |
| High net worth individuals | 23 | $36,506,682 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,377,507 |

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

### Firm details
- Registered since: 2021 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @encore-investment-advisors-llc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Encore Investment Advisors, LLC (CRD 315512): Form ADV filing data as of October 2026.