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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

ENGRAVE WEALTH PARTNERS, LLC

CRD 289344

THE WOODLANDS, TX

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:e8a2a16b-4fec-1d4b-cd32-20c58b38a1e7

Data as of Jan 23, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 12
On other graphs: 0
Observed: Jul 31, 2017 to Jan 23, 2024
24 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $664MItem 5.F on the latest filing (2024-01-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $664M
Private client RAUM: $664MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 7
Advisory employees: 7
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,215
Individual clients: 201
High net worth clients: 222
Custody, client assets: $12.5M
SEC number: 801-111073
CRD: 289344
Filings on the tape: 24
First filed: Jul 31, 2017
Latest filed: Jan 23, 2024
Organised: Limited Liability Company, Texas

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
PARKER, GREGORY, SCOTT	MANAGING PARTNER	C	yes	06/2017	Jul 31, 2017	Jan 23, 2024
PACHECO, FELIX, LUIS	DIRECTOR OF BUSINESS DEVELOPMENT, SR. FAMILY WEALTH ADVISOR, PARTNER	C	no	01/2020	Mar 25, 2020	Jan 23, 2024
PARKER, TAYLOR, SCOTT	DIRECTOR OF FINANCIAL PLANNING, FAMILY WEALTH ADVISOR, CHIEF COMPLIANCE OFFICER, PARTNER	B	no	01/2020	Mar 25, 2020	Jan 23, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CAPFINANCIAL PARTNERS, LLC	n/a	Institutional manager	$1237B	N	yes	n/a
CAPFINANCIAL SECURITIES, LLC.	n/a	Former SEC adviser	$116B	N	yes	n/a

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
2022	Mar 20, 2023	$664M	$664M	7	7	0	n/a	n/a
2021	Mar 22, 2022	$579M	$579M	7	6	0	n/a	n/a
2020	Mar 5, 2021	$301M	$301M	7	7	0	n/a	n/a
2019	Mar 25, 2020	$192M	$190M	6	4	0	n/a	n/a
2018	Mar 27, 2019	$125M	$125M	6	4	1	n/a	n/a
2017	Feb 20, 2018	$94.8M	$67.4M	3	3	1	n/a	n/a

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
2022	$664M	$579M	14.7%	$192M	51.2%	7	7	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
Captrust	6	Mar 26, 2024	Jan 18, 2024	THE WOODLANDS, TX	Firm absorbed	Other	85.7%

Relationships

Affiliated with (2)

→ CAPTRUST FINANCIAL ADVISORSRegistered adviserbroker-dealer, common control
factForm ADV
→ CAPTRUSTRegistered adviserother investment adviser, common control
factForm ADV

Controls (1)

← PARKER, GREGORY, SCOTTOwnerMANAGING PARTNER, ownership code C, individual
Jul 31, 2017 to presentfactForm ADV

Owns (2)

← PACHECO, FELIX, LUISOwnerDIRECTOR OF BUSINESS DEVELOPMENT, SR. FAMILY WEALTH ADVISOR, PARTNER, ownership code C, individual
Mar 25, 2020 to presentfactForm ADV
← PARKER, TAYLOR, SCOTTOwnerDIRECTOR OF FINANCIAL PLANNING, FAMILY WEALTH ADVISOR, CHIEF COMPLIANCE OFFICER, PARTNER, ownership code B, individual
Mar 25, 2020 to presentfactForm ADV

Registered with (10)

← GREGORY SCOTT PARKERAdvisorregistration: previous registration
Sep 18, 2017 to Mar 26, 2024factForm ADV
← DENISE GREENE FRENCHAdvisorregistration: previous registration
Oct 11, 2022 to Mar 26, 2024factForm ADV
← BRIAN KEITH JONESAdvisorregistration: previous registration
Jun 2, 2022 to Mar 26, 2024factForm ADV
← Taylor ParkerAdvisorregistration: previous registration
Aug 31, 2017 to Mar 26, 2024factForm ADV
← Preston Joseph BairdAdvisorregistration: previous registration
Jan 28, 2021 to Mar 26, 2024factForm ADV
← Austin Alan DouglasAdvisorregistration: previous registration
Jul 25, 2022 to Mar 26, 2024factForm ADV
← Arleth Yvonne BairdAdvisorregistration: previous registration
Jul 24, 2023 to Mar 26, 2024factForm ADV
← Cameron Arthur MalottAdvisorregistration: previous registration
Nov 12, 2018 to Oct 13, 2022factForm ADV
← JOEL ANTONIO DIAZAdvisorregistration: previous registration
Feb 25, 2020 to Nov 24, 2020factForm ADV
← Chandra Alexis BurnsAdvisorregistration: previous registration
Aug 31, 2017 to Dec 6, 2017factForm ADV

Moved with (1)

→ CAPTRUSTRegistered adviser6 advisors, firm absorbed, same day
Mar 26, 2024 to Jan 18, 2024factForm ADV

Dated events

Occurred
Mar 26, 2024
Firm absorbed
Engrave Wealth Partners, LLC's advisors moved to Captrust (The Woodlands, TX): 6 of 7 registered, on the same day
Form ADVobserved 5 days ago
6 advisors
Occurred
Mar 26, 2024
Advisor changed firm
Brian Keith Jones left Engrave Wealth Partners, Llc for Captrust (registered 2024-01-18)
Form ADVobserved 5 days ago
Occurred
Mar 26, 2024
Advisor changed firm
Taylor Parker left Engrave Wealth Partners, Llc for Captrust (registered 2024-01-18)
Form ADVobserved 5 days ago
Occurred
Mar 26, 2024
Advisor changed firm
Denise Greene French left Engrave Wealth Partners, Llc for Intentional Wealth Partners (registered 2024-01-10)
Form ADVobserved 5 days ago
Occurred
Mar 26, 2024
Advisor changed firm
Preston Joseph Baird left Engrave Wealth Partners, Llc for Captrust (registered 2024-01-18)
Form ADVobserved 5 days ago
Occurred
Mar 26, 2024
Advisor changed firm
Gregory Scott Parker left Engrave Wealth Partners, Llc for Captrust (registered 2024-01-18)
Form ADVobserved 5 days ago
Occurred
Mar 26, 2024
Advisor changed firm
Austin Alan Douglas left Engrave Wealth Partners, Llc for Captrust (registered 2024-01-18)
Form ADVobserved 5 days ago
Occurred
Mar 26, 2024
Advisor changed firm
Arleth Yvonne Baird left Engrave Wealth Partners, Llc for Captrust (registered 2024-01-18)
Form ADVobserved 5 days ago
Occurred
Oct 13, 2022
Advisor changed firm
Cameron Arthur Malott left Engrave Wealth Partners, Llc for Goodman Financial Corporation (registered 2022-10-31)
Form ADVobserved 5 days ago
Occurred
Mar 22, 2022
Regulatory AUM changed
Engrave Wealth Partners, Llc reported RAUM $579.2M, up 92% from $301.5M (2021-09-28 to 2022-03-22)
Form ADVobserved 5 days ago
$278M
Occurred
Mar 5, 2021
Regulatory AUM changed
Engrave Wealth Partners, Llc reported RAUM $301.5M, up 57% from $192.4M (2020-11-02 to 2021-03-05)
Form ADVobserved 5 days ago
$109M
Occurred
Jul 31, 2017
First Form ADV filing
Engrave Wealth Partners, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e8a2a16b-4fec-1d4b-cd32-20c58b38a1e7
First observed: Jul 31, 2017
Last observed: Jan 23, 2024 32 months 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.

ENGRAVE WEALTH PARTNERS, LLC

CRD 289344

THE WOODLANDS, TX

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:e8a2a16b-4fec-1d4b-cd32-20c58b38a1e7

Data as of Jan 23, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:58 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

PARKER, GREGORY, SCOTT

MANAGING PARTNER

yes

06/2017

Jul 31, 2017

Jan 23, 2024

PACHECO, FELIX, LUIS

DIRECTOR OF BUSINESS DEVELOPMENT, SR. FAMILY WEALTH ADVISOR, PARTNER

01/2020

Mar 25, 2020

Jan 23, 2024

PARKER, TAYLOR, SCOTT

DIRECTOR OF FINANCIAL PLANNING, FAMILY WEALTH ADVISOR, CHIEF COMPLIANCE OFFICER, PARTNER

01/2020

Mar 25, 2020

Jan 23, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CAPFINANCIAL PARTNERS, LLC

n/a

Institutional manager

$1237B

yes

n/a

CAPFINANCIAL SECURITIES, LLC.

n/a

Former SEC adviser

$116B

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2022

Mar 20, 2023

$664M

n/a

2021

Mar 22, 2022

$579M

n/a

2020

Mar 5, 2021

$301M

n/a

2019

Mar 25, 2020

$192M

$190M

n/a

2018

Mar 27, 2019

$125M

n/a

2017

Feb 20, 2018

$94.8M

$67.4M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2022

$664M

$579M

14.7%

$192M

51.2%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

Captrust

Mar 26, 2024

Jan 18, 2024

THE WOODLANDS, TX

Firm absorbed

Other

85.7%