Encompass Advisory Services, Llc
- Regulatory AUM
- $121M
- Discretionary
- $53.1M
- Clients
- 433
- Avg AUM / client
- $280K
- Accounts
- 1,007
- Employees
- 14
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 392 | $69.7M | 57.5% |
| High net worth individuals | 33 | $49.9M | 41.1% |
| Charitable organizations | 2 | $526K | 0.43% |
| Corporations and other businesses | 6 | $1.2M | 0.96% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Nathan Edward Dagley | Registered representative | Feb 2017 (10y) | ||
| John Lee Pessarra | Registered representative | Jan 2018 (9y) | ||
| Jason Warren Ceyanes | Registered representative | CFP | May 2019 (7y) | |
| Derek Jay Sensenig | Registered representative | CFP Chartered Financial Consultant | Apr 2020 (6y) | |
| Scott Michael Hansen | Registered representative | Jun 2022 (4y) | ||
| Didya Mercedes Bianchi | Registered representative | May 2023 (3y) | ||
| Thomas Howard Payne | Registered representative | Jul 2024 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.11 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Subscription fees
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $66.6M (55% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗