{"url":"https://nivawealth.com/firms/ensign-advisory-partners-325650","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/325650","regulatoryAum":101016323,"crd":"325650","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7267498","suffix":null,"lastName":"Coon","firstName":"James","middleName":null},{"crd":"6322554","suffix":"JR","lastName":"GALLAHAR","firstName":"GILBERT","middleName":"ARTHUR"},{"crd":"6247210","suffix":null,"lastName":"Kehm","firstName":"Joshua","middleName":"R"},{"crd":"5222159","suffix":null,"lastName":"ROODVELDT","firstName":"ANDRES","middleName":"E"}],"total":4,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-136024","legalName":"Ensign Advisory Partners LLC","displayName":"Ensign Advisory Partners","slug":"ensign-advisory-partners-325650","website":null,"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Arizona limited liability company","fiscalYearEnd":"December","headquarters":{"street":"161 E. Rivulon BLVD, Suite 210","city":"Gilbert","state":"AZ","stateName":"Arizona","country":"United States","postalCode":"85297"},"tradeNames":[],"registration":{"secApproved":"7 May 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":327651.77419354836,"staff":{"employees":3,"advisory":3,"brokerDealerReps":0,"insuranceAgents":2,"promoters":0},"aum":{"regulatory":101016323,"discretionary":57411022,"discretionaryAccounts":391,"nonDiscretionary":43605301,"nonDiscretionaryAccounts":306,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":236,"regulatoryAum":49996165},{"label":"High-net-worth individuals","clients":12,"regulatoryAum":31261475},{"label":"Pension and profit-sharing plans","clients":35,"regulatoryAum":16592936},{"label":"Corporations and other businesses","clients":21,"regulatoryAum":3165747}],"feePrograms":[{"role":"other","program":"ERISA Retirement Plan Services","summary":"Fees for retirement plan services to ERISA plan sponsors are negotiated with the sponsor and will not exceed 1.00%.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054935","versionId":1054935,"submittedOn":"2026-08-14","documentName":"FORM ADV PART 2A- ENSIGN ADVISORY PARTNERS"},{"role":"other","program":"Financial Planning Services","summary":"Flat fee of $2,500 to $7,500 for financial planning services, negotiable.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054935","versionId":1054935,"submittedOn":"2026-08-14","documentName":"FORM ADV PART 2A- ENSIGN ADVISORY PARTNERS"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T17:27:36.882878+00:00","documents":[{"name":"FORM ADV PART 2A- ENSIGN ADVISORY PARTNERS","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054935","versionId":1054935,"submittedOn":"2026-08-14"}]},"custodians":[{"name":"Assetmark, Inc","shortName":"Assetmark","location":"Concord, CA","smaAssets":61939646}],"custodyNote":"Ensign Advisory Partners does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Joshua Kehm","title":"Managing Member and Chief Compliance Officer","crd":"6247210"}],"ownership":[{"label":"Joshua Kehm","detail":"Managing member and chief compliance officer in the 75% or more ownership band and a control person, since January 2023."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Arizona","offices":1,"addresses":[{"street":"161 E. Rivulon BLVD, Suite 210","city":"Gilbert","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"480-626-5855","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":78},{"label":"U.S. government/agency bonds","percent":3},{"label":"U.S. state and local bonds","percent":1},{"label":"Cash and cash equivalents","percent":4},{"label":"Other","percent":14,"detail":"Annuities"}],"privateFunds":0},"sources":{"adv1FilingDate":"14 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/325650/PDF/325650.pdf","brochureDate":"14 August 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054935","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 Ensign Advisory Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Ensign Advisory Partners offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Ensign Advisory Partners use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Ensign Advisory Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Ensign Advisory Partners invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Ensign Advisory Partners?","answer":"Ensign Advisory Partners’ direct owner is Joshua Kehm (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 14 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Ensign Advisory Partners get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Ensign Advisory Partners?","answer":"Ensign Advisory Partners’ main office is at 161 E. Rivulon BLVD, Suite 210, Gilbert, AZ 85297. Its phone number is 480-626-5855.","source":"Form ADV Part 1A, Item 1.F, filed 14 August 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."}