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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

ENCOMPASS WEALTH ADVISORS, LLC

CRD 170807

PORTLAND, OR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b46553e5-d5f7-499d-1b0a-182dcfaa9bf5

Data as of Aug 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 7
On other graphs: 0
Observed: Mar 13, 2014 to Aug 27, 2026
35 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.97 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=3.0
Regulatory AUM: $473MItem 5.F on the latest filing (2026-08-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $425M
Private client RAUM: $457MderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $118Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,343
Individual clients: 671
High net worth clients: 601
Custody, client assets: $294M
SEC number: 801-79393
CIK: 1849614
CRD: 170807
Filings on the tape: 35
First filed: Mar 13, 2014
Latest filed: Aug 27, 2026
Organised: Limited Liability Company, DE
Website: instagram

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MATTHEW GIBSON PRESJAK	n/a	PORTLAND, OR	12	38	4	yes
COLIN HARRINGTON WILLIAMS	Certified Financial Planner	PORTLAND, OR	12	21	3	yes
MATTHEW YARBROUGH	Certified Financial Planner	Portland, OR	7	11	n/a	no
MARY ELIZABETH MINSHALL	n/a	PORTLAND, OR	6	24	1	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ELDRIDGE, MICHELLE, LEA	CHIEF COMPLIANCE OFFICER	Na	yes	08/2023	Aug 25, 2023	Mar 6, 2024
MINSHALL, MARY, ELIZABETH	MANAGING MEMBER	A	yes	07/2014	Jul 15, 2014	Mar 6, 2024
PRESJAK, MATTHEW, GIBSON	MANAGING MEMBER	C	yes	07/2014	Jul 15, 2014	Mar 6, 2024
WILLIAMS, COLIN, HARRINGTON	MANAGING MEMBER	C	yes	07/2014	Jul 15, 2014	Mar 6, 2024
YARBROUGH, MATTHEW	MANAGING MEMBER	A	yes	01/2024	Mar 6, 2024	Mar 6, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 17, 2026	$473M	$425M	5	3	0	n/a	n/a
2024	Mar 27, 2025	$413M	$374M	5	4	0	n/a	n/a
2023	Mar 6, 2024	$350M	$316M	5	4	0	n/a	n/a
2022	Mar 7, 2023	$282M	$254M	5	4	0	n/a	n/a
2021	Mar 2, 2022	$411M	$372M	6	3	0	n/a	n/a
2020	Mar 15, 2021	$317M	$288M	6	3	0	n/a	n/a
2019	Mar 2, 2020	$274M	$252M	6	3	0	n/a	n/a
2018	Feb 13, 2019	$252M	$216M	7	3	1	n/a	n/a
2017	Mar 26, 2018	$264M	$227M	7	3	1	n/a	n/a
2016	Mar 30, 2017	$241M	$206M	7	3	n/a	n/a	n/a
2015	Mar 24, 2016	$223M	$213M	7	4	n/a	n/a	n/a
2014	Mar 18, 2015	$236M	$208M	5	4	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$473M	$413M	14.4%	$282M	18.9%	5	5	0	0

Relationships

Registered with (4)

← MARY ELIZABETH MINSHALLAdvisorregistration: current employment
Nov 25, 2019 to presentfactForm ADV
← MATTHEW YARBROUGHAdvisorregistration: current employment
Oct 5, 2018 to presentfactForm ADV
← MATTHEW GIBSON PRESJAKAdvisorregistration: current employment
Jul 17, 2014 to presentfactForm ADV
← COLIN HARRINGTON WILLIAMSAdvisorregistration: current employment
Jul 17, 2014 to presentfactForm ADV

Controls (5)

← PRESJAK, MATTHEW, GIBSONOwnerMANAGING MEMBER, ownership code C, individual
Jul 15, 2014 to Mar 6, 2024factForm ADV
← MINSHALL, MARY, ELIZABETHOwnerMANAGING MEMBER, ownership code A, individual
Jul 15, 2014 to Mar 6, 2024factForm ADV
← ELDRIDGE, MICHELLE, LEAOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 25, 2023 to Mar 6, 2024factForm ADV
← WILLIAMS, COLIN, HARRINGTONOwnerMANAGING MEMBER, ownership code C, individual
Jul 15, 2014 to Mar 6, 2024factForm ADV
← YARBROUGH, MATTHEWOwnerMANAGING MEMBER, ownership code A, individual
Mar 6, 2024 to Mar 6, 2024factForm ADV

Dated events

Occurred
Mar 6, 2024
Control person joined
Matthew Yarbrough (Managing Member) appeared on Schedule A of Encompass Wealth Advisors, Llc
Form ADVobserved 4 days ago
Occurred
Aug 25, 2023
Control person left
Leigh Stacy Sizemore (Chief Compliance Officer) no longer on Schedule A of Encompass Wealth Advisors, Llc (listed 2023-03-28, absent 2023-08-25)
Form ADVobserved 4 days ago
Occurred
Aug 25, 2023
Control person joined
Lea Michelle Eldridge (Chief Compliance Officer) appeared on Schedule A of Encompass Wealth Advisors, Llc
Form ADVobserved 4 days ago
Occurred
Mar 7, 2023
Regulatory AUM changed
Encompass Wealth Advisors, Llc reported RAUM $281.5M, down 31% from $410.9M (2022-03-02 to 2023-03-07)
Form ADVobserved 4 days ago
$-129M
Occurred
May 31, 2019
Control person joined
Leigh Stacy Sizemore (Chief Compliance Officer) appeared on Schedule A of Encompass Wealth Advisors, Llc
Form ADVobserved 4 days ago
Occurred
Feb 13, 2019
Control person left
Marshall Walter Urban (Managing Member) no longer on Schedule A of Encompass Wealth Advisors, Llc (listed 2018-03-26, absent 2019-02-13)
Form ADVobserved 4 days ago
Occurred
Mar 13, 2014
First Form ADV filing
Amberbion Capital Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b46553e5-d5f7-499d-1b0a-182dcfaa9bf5
First observed: Mar 13, 2014
Last observed: Aug 27, 2026 23 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ENCOMPASS WEALTH ADVISORS, LLC

CRD 170807

PORTLAND, OR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b46553e5-d5f7-499d-1b0a-182dcfaa9bf5

Data as of Aug 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:17 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MATTHEW GIBSON PRESJAK

n/a

PORTLAND, OR

yes

COLIN HARRINGTON WILLIAMS

Certified Financial Planner

PORTLAND, OR

yes

MATTHEW YARBROUGH

Certified Financial Planner

Portland, OR

n/a

MARY ELIZABETH MINSHALL

n/a

PORTLAND, OR

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ELDRIDGE, MICHELLE, LEA

CHIEF COMPLIANCE OFFICER

yes

08/2023

Aug 25, 2023

Mar 6, 2024

MINSHALL, MARY, ELIZABETH

MANAGING MEMBER

yes

07/2014

Jul 15, 2014

Mar 6, 2024

PRESJAK, MATTHEW, GIBSON

MANAGING MEMBER

yes

07/2014

Jul 15, 2014

Mar 6, 2024

WILLIAMS, COLIN, HARRINGTON

MANAGING MEMBER

yes

07/2014

Jul 15, 2014

Mar 6, 2024

YARBROUGH, MATTHEW

MANAGING MEMBER

yes

01/2024

Mar 6, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 17, 2026

$473M

$425M

n/a

2024

Mar 27, 2025

$413M

$374M

n/a

2023

Mar 6, 2024

$350M

$316M

n/a

2022

Mar 7, 2023

$282M

$254M

n/a

2021

Mar 2, 2022

$411M

$372M

n/a

2020

Mar 15, 2021

$317M

$288M

n/a

2019

Mar 2, 2020

$274M

$252M

n/a

2018

Feb 13, 2019

$252M

$216M

n/a

2017

Mar 26, 2018

$264M

$227M

n/a

2016

Mar 30, 2017

$241M

$206M

n/a

2015

Mar 24, 2016

$223M

$213M

n/a

2014

Mar 18, 2015

$236M

$208M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$473M

$413M

14.4%

$282M

18.9%