Enclave Advisors, LLC

Enclave Advisors serves a select clientele of individuals (including high‑net‑worth clients), trusts, estates, foundations, endowments and businesses, providing comprehensive wealth management and discretionary investment advisory services. The firm also offers family‑office style services and consultative support on estate, philanthropic and balance‑sheet matters, typically coordinating with clients’ CPAs and attorneys and generally requiring a $5 million account minimum (waivable at the firm’s discretion).

The firm’s investment approach is academically grounded and emphasizes diversification, risk management, and measuring returns net of costs, using both internal analysis and third‑party research to build client‑specific Investment Policy Statements. Enclave manages portfolios on a discretionary basis and may employ a broad mix of instruments — including mutual funds, equities, fixed income, ETFs, REITs, hedge funds and option strategies — consistent with each client’s stated objectives and risk tolerance.

What is distinctive about Enclave is the combination of a relatively compact advisory team managing approximately $1.1 billion in assets, producing an unusually high level of assets per advisor compared with peers. The brochure highlights reliance on third‑party research and directs prospective clients to independent sources (including the SEC’s Investment Adviser Public Disclosure site), and it presents family‑office and certain customized services under separate flat‑fee arrangements rather than as plug‑in financial planning engagements.