A complete list of active advisors currently associated with Enloe Financial Advisory LLC

Warmer can help you find a great advisor at Enloe Financial Advisory LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Enloe Financial Advisory LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.