ENCORE INVESTMENT ADVISORS, LLC

ENCORE INVESTMENT ADVISORS, LLC is an SEC-registered investment adviser (CRD 315512). Regulatory assets under management: $42.1M.

Registration

• CRD: 315512
• Type: Registered investment adviser
• Phone: (508) 504-7155 EXT: 800
• Latest filing: 2026-07-10
• Regulatory AUM: $42.1M
• Discretionary AUM: $40.1M
• Non-discretionary AUM: $2.0M
• Clients: 1
• Accounts: 82

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 315512 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search