Enclave Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,008,776,000
Clients
66
Advisors
3
across 2 offices
About
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.
Client services
Expertise
Occupation focus
Fee options
Family office services charged as annual flat fees based on portfolio value: $25M-$50M: 0.25%, $50M-$100M: 0.20%, $100M-$150M: 0.15%, $150M+ negotiated.
$0 - $5,000,000: 1.00% $5,000,000 - $10,000,000: 0.95% $10,000,000 - $25,000,000: 0.75% $25,000,000 - $50,000,000: 0.55% $50,000,000+: 0.35%
Account minimum: $5,000,000
Main office
See office3600 N. Capital of Texas Hwy., Bldg B, Suite 180
Austin TX 78746
Advisors at this office
2
Offices (2)
Most active in
California · Georgia · Mississippi · Texas
Also doing business as
Enclave Advisors, LLC · Watermark Capital Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Sophia D
Series 66
Austin, TX
Enclave Advisors, LLC
Sophia Di Gesualdo is a financial advisor with Enclave Advisors, LLC in Austin, TX, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Core Publishing, and Goodwill Industries of Dallas. Enclave Advisors serves high-net-worth individuals, trusts, estates, foundations, endowments, and businesses with comprehensive wealth management and discretionary investment advisory services. The firm emphasizes diversification, risk management, and cost-conscious returns through an academically grounded investment approach and offers family-office style services coordinated with clients’ CPAs and attorneys.
Jonathan F
Series 65, Series 66
Austin, TX
Enclave Advisors, LLC
Jonathan Falls is a financial advisor with Enclave Advisors, LLC in Austin, TX, holding Series 65 and Series 66 licenses and bringing 14 years of industry experience. He has been with Enclave Advisors since 2012. Enclave Advisors serves a select clientele including high-net-worth individuals, trusts, estates, foundations, endowments, and businesses, offering comprehensive wealth management and discretionary investment advisory services. The firm emphasizes an academically grounded investment approach focused on diversification, risk management, and cost-effective returns, managing portfolios on a discretionary basis with a broad mix of investment instruments tailored to client objectives.
Matthew G
Series 63, Series 65, Series 66
Atlanta, GA
Enclave Advisors, LLC
Matthew Garrett is a financial advisor at Enclave Advisors, LLC in Atlanta, GA, with 12 years of industry experience. He holds the Series 63, 65, and 66 designations and has been with Enclave Advisors since 2014. Enclave Advisors serves a select clientele including high-net-worth individuals, trusts, estates, foundations, endowments, and businesses, offering comprehensive wealth management and discretionary investment advisory services. The firm employs an academically grounded investment approach focused on diversification, risk management, and net-of-cost return measurement, managing approximately $1.1 billion in assets with a compact advisory team.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)