William K. Enszer

SEGMENT WEALTH MANAGEMENT

Houston, TX 77056

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CRD#: 5087065

Professional summary

William Kane Enszer, who also goes by Bill Kane Enszer, William Kane Enzer, is a registered financial advisor currently at SEGMENT WEALTH MANAGEMENT, LLC located in Houston, Texas.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. William has worked at 9 firms and has passed the Series 65 and Series 3 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bill Kane Enszer | William Kane Enzer

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

SALIENT PARTNERS, L.P.; INVESTMENT-RELATED; 4265 SAN FELIPE ST, 8TH FLOOR, HOUSTON, TX 77027; ASSET MANAGEMENT FIRM; MEMBER OF THE BOARD OF MANAGERS; 09/29/2021; 5-10 HRS/MO; MEMBER OF THE BOARD OF MANAGERS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Kane Enszer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 5, 2025 - Present

SEGMENT WEALTH MANAGEMENT, LLC

Office #1: 3040 Post Oak Blvd. Ste. 1725, Houston, TX 77056

CRD#: 164877 / SEC#: 801-77071

RIA

Registered Investment Advisory firm - (8/27/2012 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(2/5/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/3/2006

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 3

Date: 3/7/2017

National Commodity Futures Examination

Current Firm

SEGMENT WEALTH MANAGEMENT, LLC

CRD#: 164877 / SEC#: 801-77071

RIA

Registered Investment Advisory firm - (8/27/2012 Approved)

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Contact information

Main Address

3040 Post Oak Blvd. Ste. 1725, Houston, TX 77056

Mailing Address

Phone number

(713) 800-7150

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/11/2025)

Regulatory assets under management

Total Number of Accounts	1,114
AUM (Assets Under Management)	$ 1,756,993,490

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

William K. Enszer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Kane Enszer's CRS (Customer Relationship Summary).

Certified licenses

Experience

SUSTAINABLE WOODLANDS PARTNERS, LLC

SALIENT CAPITAL ADVISORS, LLC

FORWARD MANAGEMENT, LLC

SALIENT CAPITAL ADVISORS, LLC

GHE ADVISERS, L.P.

CYPRESS CREEK PARTNERS

SALIENT ADVISORS, L.P.

HITHERLANE PARTNERS, LLC

USCA ASSET MANAGEMENT LLC

Primary Firm SEC Registration

SEGMENT WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/3/2006

Series 3

Date: 3/7/2017

Current Firm

SEGMENT WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SEGMENT WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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