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Encubic (La Jolla)


Encubic is a large advisory firm based in La Jolla. It manages $200 million of regulatory assets for 400 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of California.

Encubic provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Encubic: assets under management

The assets under management (AUM) of Encubic is $200 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $200 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $500 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Encubic for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in La Jolla

The principal office where Encubic performs its advisory services is located at 3655 Nobel Dr, La Jolla, CA 92122, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 800-620-4232 or by fax 858-777-5628. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday.


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