Ensign Advisory Partners provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Ensign Advisory Partners reports 304 clients. They include 236 individual clients, 35 pension and profit-sharing plans, and 21 corporations and other businesses. Of its assets, 56.8% ($57.4M across 391 accounts) are managed with discretion; $43.6M across 306 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 78% | 49% |
| High-net-worth individuals | 4% | 31% |
| Pension and profit-sharing plans | 12% | 16% |
| Corporations and other businesses | 7% | 3% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 236 | $50M | 49.5% | $212K |
| High-net-worth individuals | 12 | $31.3M | 30.9% | $2.61M |
| Pension and profit-sharing plans | 35 | $16.6M | 16.4% | $474K |
| Corporations and other businesses | 21 | $3.17M | 3.1% | $151K |
| Total | 304 | $101M | 100% | $332K |
- Clients
- 236
- Regulatory AUM
- $50M
- AUM share
- 49.5%
- Avg. per client
- $212K
- Clients
- 12
- Regulatory AUM
- $31.3M
- AUM share
- 30.9%
- Avg. per client
- $2.61M
- Clients
- 35
- Regulatory AUM
- $16.6M
- AUM share
- 16.4%
- Avg. per client
- $474K
- Clients
- 21
- Regulatory AUM
- $3.17M
- AUM share
- 3.1%
- Avg. per client
- $151K
Total
- Clients
- 304
- Regulatory AUM
- $101M
- AUM share
- 100%
- Avg. per client
- $332K
- 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
- 0
Ensign Advisory Partners is paid through a percentage of assets under management 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 2 other services, listed under fee details.
Fee details and sources
Other fees
- ERISA Retirement Plan Services
- Fees for retirement plan services to ERISA plan sponsors are negotiated with the sponsor and will not exceed 1.00%.
- Financial Planning Services
- Flat fee of $2,500 to $7,500 for financial planning services, negotiable.
Joshua Kehm owns 75% or more of Ensign Advisory Partners. The leadership team of Ensign Advisory Partners includes Chief Compliance Officer Joshua Kehm. It has 3 employees.
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- 2 insurance agents
- Owns 75% or more of Ensign Advisory Partners LLC
Joshua Kehm
Control person · since January 2023
Besides its headquarters, Ensign Advisory Partners has 0 offices, with 1 listed address in 1 state.
Arizona · 1 listed address
- 161 E. Rivulon BLVD, Suite 210, GilbertHQ
Contact and registration details
- Legal name
- Ensign Advisory Partners LLC
- Headquarters
- 161 E. Rivulon BLVD, Suite 210, Gilbert, AZ 85297
- Website
- Not reported
- Phone
- 480-626-5855
- SEC file
- 801-136024
- Structure
- Arizona LLC
- Fiscal year end
- December
Ensign Advisory Partners’ named custodian for separately managed accounts is Assetmark ($61.9M). Ensign Advisory Partners does not have custody of client assets.
- AssetmarkAssetmark, Inc · Concord, CA · $61.9M100%
At year end, Ensign Advisory Partners’ separately managed accounts were mostly in stocks (78%).
What the accounts hold
- Stocks78%
- Bonds4%
- U.S. government and agency bonds3%
- State and local bonds1%
- Cash4%
- Other14%
- Annuities14%
How many clients does Ensign Advisory Partners have?
Ensign Advisory Partners has 304 clients and manages $101 million for them, as of August 2026. They include 236 individual clients, 35 pension and profit-sharing plans, and 21 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 14 August 2026
What services does Ensign Advisory Partners offer?
Ensign Advisory Partners provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Ensign Advisory Partners use?
Ensign Advisory Partners’ separately managed account assets are held at Assetmark, Inc (Concord, CA), with $61.9M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 August 2026
How many financial advisors does Ensign Advisory Partners have?
Ensign Advisory Partners has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 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 Ensign Advisory Partners invest in?
At the end of its last fiscal year, Ensign Advisory Partners’ separately managed accounts held 78% exchange-traded equities, 14% other, 4% cash and equivalents, 3% U.S. government and agency bonds and 1% state and local bonds. The 14% other category is described as: Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Ensign Advisory Partners?
Ensign Advisory Partners’ direct owner is Joshua Kehm (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 14 August 2026
How does Ensign Advisory Partners get paid?
Ensign Advisory Partners is paid through a percentage of assets under management 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 Ensign Advisory Partners?
Ensign Advisory Partners’ main office is at 161 E. Rivulon BLVD, Suite 210, Gilbert, AZ 85297. Its phone number is 480-626-5855.