Firm Overview

Enclave Advisors is an independent registered investment advisory firm serving a select group of families, businesses and charitable organizations. 

We provide comprehensive investment advice coordinated with trust and estate planning guidance and family office services.

We serve in a fiduciary capacity acting entirely in our clients’ best interests. Trust, accountability and attention to detail guide our efforts.   

In The News

 

We are pleased to share that Craig Falls has been named to the 2023 Barron's List of the Top 1,200 Financial Advisors in America.


 

We are pleased to share that Craig Falls has been named to the 2022 Barron's List of the Top 1,200 Financial Advisors in America. 


We are pleased to share that Financial Times named Enclave Advisors to it's list of Top 300 Financial Advisors.


 

No compensation was provided directly or indirectly in connection with obtaining or using this third-party ranking.

Guiding Principles

 

Stewardship

The careful and responsible management of things entrusted to one's care.

 

 

Integrity

A firm adherence to a code of especially moral values. Honesty and fairness.

 

 

Discipline

Adhering to a system of standards and methods in order to produce improvement.

 

 

Accountability

Trustworthiness; the trait of being answerable and responsible for one's conduct.

 

 

Expertise

Skill, knowledge and experience in a particular field.

 

 

Individuality

The particular character that distinguishes one person from others; sole and personal in nature.

 

Our Team

Founder / Managing Director / Investment Committee Member

Craig formed Enclave in 2012 as a private, multi-family investment office. He began his investment career with Goldman...

Managing Director / Investment Committee Member

Matt has more than 30 years of wide-ranging investment experience serving as an advisor to institutional clients and...

Senior Portfolio Manager / Investment Committee Member / Advisor

Aaron has over 25 years of experience analyzing and investing in both public and private companies. Prior to joining...

Chief Compliance Officer and Operations

Jenny has more than 13 years of experience in investment firm operations. Prior to Enclave, she served as the CFO / COO...

Client Service / Portfolio Operations Associate

Lisa serves as a Client Service and Portfolio Operations Associate in Enclave’s Atlanta office. She brings significant...

Director of Client Service and Operations

Kendall serves as the Director of Client Service and Operations in Enclave’s Austin office. Prior to Enclave, Kendall...