EN Enterprises provides portfolio management for individuals and small businesses.
EN Enterprises reports 202 clients. They include 149 individual clients and 53 high-net-worth individuals. Of its assets, 100.0% ($143M across 205 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 74% | 22% |
| High-net-worth individuals | 26% | 77% |
| Charitable organizations | Fewer than 5 | <1% |
| Other investment advisers | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 149 | $31.3M | 21.9% | $210K |
| High-net-worth individuals | 53 | $110M | 77.4% | $2.08M |
| Charitable organizations | Fewer than 5 | $796K | 0.6% | — |
| Other investment advisers | Fewer than 5 | $210K | 0.1% | — |
| Total | 202 | $143M | 100% | — |
- Clients
- 149
- Regulatory AUM
- $31.3M
- AUM share
- 21.9%
- Avg. per client
- $210K
- Clients
- 53
- Regulatory AUM
- $110M
- AUM share
- 77.4%
- Avg. per client
- $2.08M
- Clients
- Fewer than 5
- Regulatory AUM
- $796K
- AUM share
- 0.6%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $210K
- AUM share
- 0.1%
- Avg. per client
- —
Total
- Clients
- 202
- Regulatory AUM
- $143M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
EN Enterprises charges up to 1.00% a year for its Portfolio Management Fees. The fee is billed in advance and is negotiable.
Fee details and sources
David Senkyr owns 75% or more of EN Enterprises. The leadership team of EN Enterprises includes President David Senkyr and Chief Compliance Officer Rebecca Baedke. It has 2 employees.
Leadership
David SenkyrPresident- Rebecca BaedkeChief Compliance Officer
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- 2 insurance agents
- Owns 75% or more of En Enterprises, LLC
David Senkyr
Control person · since July 2025
Besides its headquarters, EN Enterprises has 0 offices, with 1 listed address in Iowa.
Iowa · 1 listed address
- 595 Ashley CT, Ste 2, North LibertyHQ
Contact and registration details
- Legal name
- En Enterprises, LLC
- Headquarters
- 595 Ashley CT, Ste 2, North Liberty, IA 52317
- Website
- lanefamilywm.com
- Phone
- 319-535-4525
- SEC file
- 801-134759
- Structure
- Iowa LLC
- Fiscal year end
- December
EN Enterprises uses Charles Schwab ($143M) as custodian for its separately managed accounts. EN Enterprises does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $143M100%
At year end, EN Enterprises’ separately managed accounts were mostly in funds (65%) and stocks (30%).
What the accounts hold
- Stocks30%
- Funds65%
- Cash5%
How many clients does EN Enterprises have?
EN Enterprises has 202 clients and manages $143 million for them, as of March 2026. They include 149 individual clients and 53 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 13 March 2026
What services does EN Enterprises offer?
EN Enterprises provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does EN Enterprises charge?
EN Enterprises charges up to 1.00% a year for its Portfolio Management Fees. The fee is billed in advance and is negotiable.
Source: LANE FAMILY WEALTH MANAGEMENT ADV PART 2A, filed 13 March 2026
Which custodians does EN Enterprises use?
EN Enterprises’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $143M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 March 2026
How many financial advisors does EN Enterprises have?
EN Enterprises has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does EN Enterprises invest in?
At the end of its last fiscal year, EN Enterprises’ separately managed accounts held 65% registered funds (mutual funds, ETFs, BDCs), 30% exchange-traded equities and 5% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns EN Enterprises?
EN Enterprises’ direct owner is David Senkyr (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 13 March 2026
How does EN Enterprises get paid?
EN Enterprises is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact EN Enterprises?
EN Enterprises’ main office is at 595 Ashley CT, Ste 2, North Liberty, IA 52317. Its phone number is 319-535-4525. Its website is lanefamilywm.com.