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.
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.
Enclave Advisors is pleased to announce it has been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S.
Our firm was designed after some of the most respected private family investment offices in the world. We provide comprehensive investment advice and disciplined portfolio management designed to fit each client’s unique circumstances. We serve in a fiduciary capacity. Our advice is purely objective and focused solely on our client's best interests.
Trust and Estate Planning Guidance
For many of our clients, protecting and preserving wealth through astute and proactive planning is as important as growing their portfolios. We guide clients in trust and estate planning, investment structure, philanthropic giving and foundation management. Our team draws on extensive multi-disciplinary professional backgrounds (legal, accounting and business creation) to work with clients and their legal and accounting professionals to design and implement strategies designed to preserve wealth and accomplish
Family Office Services
We assist clients with all aspects of their financial lives. We serve as an Investment Quarterback monitoring overall investment risk, return and structural efficiency. This includes consideration of all clients assets, including outside holdings such as real estate, private equity and other asset classes. We provide guidance on trust and estate planning, asset protection, business sales and philanthropy, and regularly serve as a resource regarding real estate, art, aviation and
Managing Director / Founder and Investment Committee Member
Craig founded Enclave in 2012 as a private, multi-family investment office. He previously served as a Region President...
Managing Director and Investment Committee Member
Matt has more than twenty-five years of wide-ranging investment experience serving as an advisor to institutional...
Senior Portfolio Manager / Advisor
Aaron has over 20 years experience analyzing and investing in both public and private companies. Prior to joining...
Chief Compliance Officer and Operations
Jenny has more than ten years of experience in investment firm operations. Prior to Enclave, she served as the CFO / COO...
Client Service and 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...