Encompass Advisory Services provides financial planning, portfolio management for individuals and small businesses, publishing newsletters, and educational seminars. Financial planning was provided to 1,000 clients last fiscal year.
Encompass Advisory Services reports 433 clients. They include 392 individual clients, 33 high-net-worth individuals, and 6 corporations and other businesses. Of its assets, 43.8% ($53.1M across 431 accounts) are managed with discretion; $68.2M across 576 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 91% | 57% |
| High-net-worth individuals | 8% | 41% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | 1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 392 | $69.7M | 57.5% | $178K |
| High-net-worth individuals | 33 | $49.9M | 41.1% | $1.51M |
| Charitable organizations | Fewer than 5 | $526K | 0.4% | $263K |
| Corporations and other businesses | 6 | $1.17M | 1.0% | $194K |
| Total | 433 | $121M | 100% | — |
- Clients
- 392
- Regulatory AUM
- $69.7M
- AUM share
- 57.5%
- Avg. per client
- $178K
- Clients
- 33
- Regulatory AUM
- $49.9M
- AUM share
- 41.1%
- Avg. per client
- $1.51M
- Clients
- Fewer than 5
- Regulatory AUM
- $526K
- AUM share
- 0.4%
- Avg. per client
- $263K
- Clients
- 6
- Regulatory AUM
- $1.17M
- AUM share
- 1.0%
- Avg. per client
- $194K
Total
- Clients
- 433
- Regulatory AUM
- $121M
- 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
- Financial planning clients last fiscal year
- 1000
Encompass Advisory Services is paid through a percentage of assets under management, hourly charges, subscription fees and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 4 other services, listed under fee details.
Fee details and sources
Other fees
- 529 Managed Plans
- Flat annual fee of $50 for 529 values up to $10,000, $75 for $10,001 to $25,000, and $100 above $25,000.
- Comprehensive Financial Planning
- Upfront charge of $100 to $10,000, plus an optional ongoing fee of $100 to $1,000 per month, up to $12,000 a year. Fees are negotiable.
- Estate Planning Documents
- Estate planning documents cost $250 for an individual or $500 for a couple, with optional advisor hours at $250 or $500. Unlimited changes are free the first year, then $49 a year.
- Financial Planning and Consulting
- Standalone plans are generally a fixed fee of $100 to $10,000, or $100 to $500 an hour in special circumstances. Fees are negotiable.
Jason Ceyanes owns 75% or more of Encompass Advisory Services. Jason Ceyanes is CEO; the leadership team includes Chief Compliance Officer Didya Bianchi. It has 14 employees, 7 of them in advisory roles.
Staff
- 14 employees
- 7 in advisory functions
- 7 state-registered reps
- 11 insurance agents
- Owns 75% or more of Encompass Advisory Services, LLC
Jason Ceyanes
Control person · since March 2024
- Owns 5% to 10% of Encompass Advisory Services, LLC
Thomas Payne
since July 2024
Encompass Advisory Services’ regulatory assets grew from $103M (May 2025) to $121M (September 2026); clients rose from 409 to 433 and employees from 11 to 14.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $121M | 433 | 14 | 1 |
| May 2025May 2025 | $103M | 409 | 11 | 1 |
Besides its headquarters, Encompass Advisory Services has 0 offices, with 1 listed address in 1 state.
Texas · 1 listed address
- 23114 Seven Meadows Parkway, KatyHQ
Other business names
Encompass Advisory Services has reported 2 other business names to the SEC.
- Eas
- Encompass Advisory Services
Contact and registration details
- Legal name
- Encompass Advisory Services, LLC
- Headquarters
- 23114 Seven Meadows Parkway, Katy, TX 77494
- Website
- easadvice.com
- Phone
- 281-371-6300
- @60063194
- SEC file
- 801-132142
- Structure
- Texas LLC
- Fiscal year end
- December
Encompass Advisory Services’ named custodians for separately managed accounts are Charles Schwab ($66.6M, 100%) and Altruist ($0, 0%). Encompass Advisory Services has custody of $111K for 1 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $66.6M100%
At year end, Encompass Advisory Services’ separately managed accounts were mostly in funds (61%) and cash (18%).
What the accounts hold
- Stocks15%
- Exchange-traded equities14%
- Non-exchange-traded equities1%
- Funds61%
- Registered funds53%
- Pooled vehicles8%
- Cash18%
- Other6%
- Managed equity indexed annuities less than 50% of assets under management for the client6%
How many clients does Encompass Advisory Services have?
Encompass Advisory Services has 433 clients and manages $121 million for them, as of September 2026. They include 392 individual clients, 33 high-net-worth individuals, and 6 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 September 2026
What services does Encompass Advisory Services offer?
Encompass Advisory Services provides financial planning, portfolio management for individuals and small businesses, publishing newsletters, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Encompass Advisory Services use?
Encompass Advisory Services’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $66.6M. The filing also lists Altruist Financial LLC with no separately managed account assets.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 September 2026
How many financial advisors does Encompass Advisory Services have?
Encompass Advisory Services has 7 investment adviser representatives registered with state securities authorities, out of 14 employees, and 7 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 11 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 Encompass Advisory Services invest in?
At the end of its last fiscal year, Encompass Advisory Services’ separately managed accounts held 53% registered funds (mutual funds, ETFs, BDCs), 18% cash and equivalents, 14% exchange-traded equities, 8% pooled vehicles (private funds and similar), 6% other and 1% non-exchange-traded equities. The 6% other category is described as: Managed Equity Indexed Annuities Less Than 50% of Assets Under Management for the Client.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Encompass Advisory Services?
Encompass Advisory Services’ direct owners are Jason Ceyanes (75% or more) and Thomas Payne (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 17 September 2026
How does Encompass Advisory Services get paid?
Encompass Advisory Services is paid through a percentage of assets under management, hourly charges, subscription fees and fixed fees. 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 Encompass Advisory Services?
Encompass Advisory Services’ main office is at 23114 Seven Meadows Parkway, Katy, TX 77494. Its phone number is 281-371-6300. Its website is easadvice.com.
