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Fees are negotiable.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027481","versionId":1027481,"submittedOn":"2026-03-26","documentName":"PART 2A: FIRM BROCHURE - ENCOMPASS ADVISORY SERVICES, LLC"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T15:25:25.035431+00:00","documents":[{"name":"PART 2A: FIRM BROCHURE - ENCOMPASS ADVISORY SERVICES, LLC","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027481","versionId":1027481,"submittedOn":"2026-03-26"},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029514","versionId":1029514,"submittedOn":null},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008756","versionId":1008756,"submittedOn":null},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008755","versionId":1008755,"submittedOn":null},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008754","versionId":1008754,"submittedOn":null},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008753","versionId":1008753,"submittedOn":null},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008752","versionId":1008752,"submittedOn":null},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008750","versionId":1008750,"submittedOn":null}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":66552383},{"name":"Altruist Financial LLC","shortName":"Altruist","location":"Culver City, CA","smaAssets":0}],"custodyNote":"Encompass Advisory Services has custody of $111K for 1 clients.","otherCustodians":[],"leadership":[{"name":"Jason Ceyanes","title":"President, Chief Executive Officer, Chief Financial Officer, Manager","crd":"5994336"},{"name":"Didya Bianchi","title":"Chief Compliance Officer","crd":"6108557"},{"name":"Thomas Payne","title":"Partner, Member","crd":"4177697"},{"name":"Derek Sensenig","title":"Partner, Member","crd":"5875722"}],"ownership":[{"label":"Jason Ceyanes","detail":"President, chief executive officer, chief financial officer, manager in the 75% or more ownership band and a control person, since March 2024."},{"label":"Thomas Payne","detail":"Partner, member in the 5% to 10% ownership band, since July 2024."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Texas","offices":1,"addresses":[{"street":"23114 Seven Meadows Parkway","city":"Katy","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"281-371-6300","stateRegisteredReps":7,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Subscription fees","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Publication of periodicals or newsletters","Educational seminars/workshops"],"financialPlanningClients":"1000","assetMix":[{"label":"Exchange-traded equity securities","percent":14},{"label":"Non-exchange-traded equity securities","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":53},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":8},{"label":"Cash and cash equivalents","percent":18},{"label":"Other","percent":6,"detail":"Managed Equity Indexed Annuities Less Than 50% of Assets Under Management for the Client"}],"privateFunds":0},"sources":{"adv1FilingDate":"17 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/283574/PDF/283574.pdf","brochureDate":"26 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027481","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Encompass Advisory Services have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Encompass Advisory Services offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Encompass Advisory Services use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Encompass Advisory Services have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Encompass Advisory Services invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Encompass Advisory Services?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Encompass Advisory Services get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Encompass Advisory Services?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 17 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}