ENGRAVE WEALTH PARTNERS, LLC
Adviser information for ENGRAVE WEALTH PARTNERS, LLC last updated from Form ADV on January 23rd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Texas, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 7 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 7 |
| Licensed Agents of an Insurance Company | 3 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,215 | $664.4M |
| Non-Discretionary | 0 | $0 |
| Total | 1,215 | $664.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 201 | $84.5M |
| HNW Individuals | 222 | $579.9M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-111073 |
|---|---|
| SEC ERA File Number | 801-111073 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 289344 |
| Legal Entity Identifier | None |
Principal Office
1725 HUGHES LANDING BLVD.SUITE 880
THE WOODLANDS
TX
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: 281-616-5935, Fax: None
Chief Compliance Officer
TAYLOR PARKER
DIRECTOR OF FINANCIAL PLANNING, FAMILY WEALTH ADVISOR, PARTNER
1725 HUGHES LANDING BLVD.
SUITE 880
THE WOODLANDS
TX
United States
Tel:
281-616-5935
T************@****************M
(Full email address available in API data)
Regulatory Contact
GREGORY PARKER
SR. FAMILY WEALTH ADVISOR, PARTNER
1725 HUGHES LANDING BLVD.
SUITE 880
THE WOODLANDS
TX
United States
Tel:
281-616-5935
G**********@****************M
(Full email address available in API data)
Industry Affiliates
| CAPFINANCIAL SECURITIES, LLC. | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| CAPTRUST | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| PARKER, GREGORY, SCOTT | Individual | – | MANAGING PARTNER | 06/2017 | 25-50% |
| PACHECO, FELIX, LUIS | Individual | – | DIRECTOR OF BUSINESS DEVELOPMENT, SR. FAMILY WEALTH ADVISOR, PARTNER | 01/2020 | 25-50% |
| PARKER, TAYLOR, SCOTT | Individual | – | DIRECTOR OF FINANCIAL PLANNING, FAMILY WEALTH ADVISOR, CHIEF COMPLIANCE OFFICER, PARTNER | 01/2020 | 10-25% |