# Enso Financial

> Enso Financial is a state-registered investment advisory firm in Phoenix, AZ, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 28, 2026.

- CRD: 328410
- Filed as: ENSO FINANCIAL
- Legal name: Enso Financial PLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Phoenix, AZ
- Filing period: October 2026
- Form ADV filing dated: September 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/328410
- AdvisorCensus page: https://advisorcensus.com/firm/enso-financial-phoenix-az-328410

## Quick answers

**How is Enso Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Enso Financial reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Enso Financial located?**
Enso Financial's principal office is in Phoenix, AZ, according to its Form ADV.

**Is Enso Financial registered with the SEC or a state?**
Enso Financial is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 328410.

**How much does Enso Financial manage?**
Enso Financial reports $2,053,751 in regulatory assets under management in its Form ADV filing dated September 28, 2026 (100% discretionary).

**What types of clients does Enso Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (24); high net worth individuals (18).

**Does Enso Financial 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/328410

**What changed in Enso Financial's recent Form ADV filings?**
In the October 2026 filing data: Regulatory assets under management went from $1,302,022 to $2,053,751 (+58%).

## 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: $2,053,751
- Discretionary: $2,053,751
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 24 | $969,722 |
| High net worth individuals | 18 | $1,084,029 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2023 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ensofin.com
- substack.com/@investwithprudence
- LinkedIn @ensofin

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $1,302,022 to $2,053,751 (+58%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Enso Financial (CRD 328410): Form ADV filing data as of October 2026.