Encompass Advisory Services

Encompass Advisory Services

Encompass Advisory Services was established in 2024 and operates from Katy, Texas, serving a cross-section of private wealth clients that includes high-net-worth individuals, trusts, estates, charitable organizations, and corporations. The founding team built the firm as a registered investment adviser — a fiduciary structure that legally requires it to place client interests ahead of its own revenue considerations. This regulatory posture distinguishes it from broker-dealer competitors in the Houston metro area who operate under a suitability standard. The firm's investment strategy deploys capital across a multi-asset framework that incorporates equities, fixed income, and alternative investments through individually managed accounts. Encompass constructs portfolios using a combination of strategic asset allocation and manager selection, with clients able to access both passive and active strategies depending on risk tolerance. The advisory process integrates tax-aware portfolio management for taxable accounts — a structural necessity given its trust-and-estate client base. The firm serves a geographic footprint spanning the greater Houston-Katy corridor and surrounding Texas communities, where energy-sector wealth and small-business liquidity events generate consistent demand for fiduciary advice. As a newly established practice, Encompass Advisory Services has not yet publicly disclosed total assets under management or headcount figures. The firm's registration with the Securities and Exchange Commission confirms its status as an active RIA, filing Form ADV disclosures with regulators as required. Its location in Katy — a western suburb of Houston experiencing rapid demographic growth and wealth creation — places the firm in one of Texas's most dynamic private-wealth corridors. No adjacent vehicles, philanthropic foundations, or real-asset operating arms have been identified in public filings as of mid-2026. Structurally, Encompass Advisory Services differs from many Texas wealth managers in its pure RIA model. The firm does not sell proprietary products, does not operate an affiliated broker-dealer, and is not owned by a bank or insurance company — an independence posture that legally binds it to fee-only compensation rather than commission-based revenue. Whether this architecture proves commercially durable will depend on attracting sufficient asset scale in a market where established bank-trust departments, including those at Frost Bank and Cadence Bank, already serve the high-net-worth segment across the Houston region.