Nathan Edward Dagley

Employer firm

Encompass Advisory Services, LLC CRD 283574

$121M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2001 → Present
  Dagley Insurance & Financial Services, Inc.
  Katy, TX
• 03/2021 → Present
  Dagley Insurance Agency, Llc
  Katy, TX
• 05/2016 → Present
  Encompass Advisory Services, Llc
  Katy, TX
• 09/2019 → Present
  Dagley Insurance Agency, A Division Of Fathom Holdings Inc.,
  Katy, TX

Previous Registrations

• 2009-08-21 → 2015-02-13
  Nationwide Securities, Llc
  Katy, TX

Other Businesses

- CR 270 Saloon , LLC- 12/30/2025- 1846 CR 270 Weimar, TX 78962- Owner and Managing Partner, Rental Venue Owner; Not Investment Related. 48 hrs/mo, 0 hr/mo during trading hrs. -Dagley Insurance Agency LLC, A Division of Fathom Holdings, Inc; - 04/2021; 23114 Seven Meadows Pkwy, Katy, TX 77494-President, Insurance sales; Not Investment Related. 175hrs/mo , 150 hrs/mo during trading hrs). - Katy United, LLC; Youth Sports Club- 06/2017-25707 Fieldhouse Rd, Katy, TX 77494-Manager of LLC, management and oversight of operations and finances. Not investment related. 10 hrs/mo, 0 during trading hrs). - NJP Katy South LLC - 5/16/2014- 26927 Katy Freeway, Katy, TX 77494- Partner, Real estate, Not investment related.1 hr/mo (0 hrs during trading hrs). - Dagley Enterprises, LLC- 9/1/2007- Owner, 25817 Hunter ln, Katy, TX 77494, Real estate; Investment related. 4 hrs/mo 4 hrs, 4 hrs/mo during trading hours. - D6 Construction, LLC- 6/29/2023 -23114 Seven Meadows Pkwy, Katy, TX 77494 - Owner, President, Construction business; Not Investment Related, 10 hrs/mo, 6 hrs/mo during trading hrs. - Driven Telematics- 03/22/2022- 108 Lakeland Ave., Dover, Kent County, Delaware 19901- Founder, Safe driving mobile app, Not Investment Related, 2 hrs a month, 2 hrs/mo during trading hrs. - Circle D6, LLC- 3/17/2023- 6503 Scarlet Pond Ln Fulshear TX 77441-(real estate) Disregarded Entity, Personal Ranch, Owner, Not Investment Related, 0 hrs/mo, 0 hrs/mo during trading hours - D6 Leasing, LLC- 6/29/2023- 6503 Scarlet Pond Ln, Fulshear Tx 77441. President, Owner, Equipment and construction equipment leasing company, Not investment related, 0 hrs/mo, 0 hrs/mo during trading hrs.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-06-15
• S63 Uniform Securities Agent State Law Examination
  1999-06-02

Other Names

• Nathan E Dagley