E
Enloe Financial Advisory LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$40,187,113
Clients
27
44% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
27
TypicalAverage account size
$1,488,412
About
Enloe Financial Advisory LLC is a Texas-registered advisory firm that provides ongoing portfolio management and investment supervisory services to individual and high-net-worth clients. As of December 2025 the firm reports $40,187,113 in assets under management across 27 client accounts and prepares individualized Investment Policy Statements and regular portfolio monitoring, including for retirement accounts.
The firm combines fundamental and technical analysis and may implement long-term and short-term trading, short sales, and options strategies to align portfolios with each client’s goals, time horizon, and documented risk tolerance. EFA operates on a non-discretionary basis—trades are not placed without client authorization—and client accounts are reviewed at least quarterly by the firm’s managing member.
What distinguishes Enloe from many peers is that virtually all reported AUM is non-discretionary, meaning clients retain trade approval despite the adviser’s use of active and higher-risk strategies; this combination is uncommon among independent advisers. The firm also uses Schwab Institutional as custodian, does not participate in wrap fee programs or accept performance-based fees, and maintains a written Code of Ethics and procedures to address potential personal trading conflicts.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Active portfolio management
Fee options
$0 - $100,000: 2.00% $100,001 - $250,000: 1.50% $250,001 - $500,000: 1.00% $500,001 - $750,000: 0.80% $750,001 - $1,000,000: 0.65% $1,000,001+: 0.50%
Main office location
Enloe Financial Advisory LLC
Fort Worth TX, United States
Number of offices
1
Most active in
Enloe Financial Advisory LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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