Ensemble Financial, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$0
Clients
1
Advisors
3
of 3 employees
About
Ensemble Financial serves individuals (including high-net-worth clients), pension and profit-sharing plans, and corporate entities, providing ongoing portfolio management, financial planning, and referrals to third‑party money managers. The brochure indicates the firm uses percentage-of-AUM advisory arrangements and offers standard portfolio management services for individual clients.
The firm structures client relationships around an Investment Policy Statement tailored to goals, tax circumstances, and risk tolerance, and uses both fundamental and technical analysis to implement strategies that can include long- and short-term trading, margin transactions, and options writing. For ongoing supervisory accounts it may receive discretionary authority, conducts quarterly account reviews by its principal, and delivers custodian statements at least monthly.
What is distinctive in the brochure is the firm’s explicit use of third‑party relationships and intermediary activities: it discloses a fee‑sharing arrangement with a named third‑party money manager and intermediary/referral agreements with lender firms that produce referral compensation, and the firm’s principal also maintains broker and insurance registrations. The brochure also reports no assets under management as of December 2024 and notes the firm may work with pooled investment vehicles, other investment advisers, investment companies, and banking/thrift clients — client types and affiliations that are less common among similarly supported firms.
Client services
Expertise
Fee options
$50,000 - $99,999: 2.80% $100,000 - $249,999: 2.50% $250,000 - $499,999: 2.30% $500,000 - $749,999: 2.05% $750,000 - $999,999: 1.80% $1,000,000 - $1,999,999: 1.55% $2,000,000+: 1.30%
Commission-based compensation from insurance products and sales of securities by supervised persons; also referral/intermediary fees typically 0.50% from lenders for financing introductions
Hourly financial planning fees charged; specific amounts documented in Exhibit II of Financial Planning Agreement (not specified in brochure)
Account minimum: $50,000 (waivable) Fee-only: Hourly financial planning fees charged; specific amounts documented in Exhibit II of Financial Planning Agreement (not specified in brochure)
Main office
Dallas TX
Advisors at this office
3
Most active in
New York · Texas
Also doing business as
Ensemble Financial Corp · Ensemble Financial, Inc.
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:
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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
Quick links
Advisors at this firm
Andrew G
CFA®, Series 66
Dallas, TX
Ensemble Financial, Inc.
Andrew Gularte is a CFA® charterholder and holds a Series 66 license with six years of industry experience. He is currently with Titleist Asset Management, LLC and its affiliated entities, having joined in 2026. His prior experience includes roles at AW Securities, Allworth Financial, Fidelity Brokerage Services, F45 Training, and MedImpact. Titleist Asset Management, LLC is an SEC-registered investment adviser serving individuals, trusts, estates, and retirement plan sponsors. The firm manages approximately $2.43 billion for about 1,600 clients, offering discretionary portfolio management, financial planning, and retirement plan advisory services through a multi-advisor team approach.
Franck C
CFP®, Series 63, Series 66
Dallas, TX
Ensemble Financial, Inc.
Franck Cushner Jr. is a CFP® professional with 29 years of industry experience, currently associated with Ensemble Financial, Inc. He has held roles at Titleist Asset Management, LLC, Titleist Capital, LLC, and Commonwealth Financial Network, among others. Outside of financial services, he works as a yacht captain and provides consulting to medical professionals through his role at DBK Health, Inc. Ensemble Financial serves individuals, including high-net-worth clients, pension and profit-sharing plans, and corporate entities by offering portfolio management, financial planning, and referrals to third-party money managers. The firm structures client relationships around tailored Investment Policy Statements and employs both fundamental and technical analysis, with supervisory accounts reviewed quarterly by its principal.
Daniel R
Series 63, Series 65, Series 66
Dallas, TX
Ensemble Financial, Inc.
Daniel Rascoe is a financial advisor at Ensemble Financial, Inc. based in Dallas, TX, holding Series 63, Series 65, and Series 66 licenses with 23 years of industry experience. His prior roles include positions at Titleist Asset Management, Sunrise Financial Services, Madison Avenue Securities, and TD Ameritrade. Ensemble Financial serves individuals, pension and profit-sharing plans, and corporate clients by providing portfolio management, financial planning, and referrals to third-party money managers. The firm tailors client relationships through Investment Policy Statements and employs both fundamental and technical analysis in its investment strategies. The firm also engages in intermediary activities and maintains fee-sharing and referral arrangements with third-party managers and lenders.
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