David Lacroix
Entasis Asset Management · Brookfield, Wisconsin
David Lacroix is a fee-only financial advisor at Entasis Asset Management in Brookfield, Wisconsin. Entasis Asset Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Entasis Asset Management |
|---|---|
| Based in | Brookfield, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $197.9M across 497 accounts |
| SEC registration | Investment adviser representative in IL, TX, WI · CRD 2697242 |
| Exams passed | Series 63 (1996) · Series 65 (2007) |
| Firm size | 5 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.entasisassetmanagement.com |
How David's firm compares
- Entasis Asset Management's average account is about $398,000, from its Form ADV (assets managed divided by 497 accounts).
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Questions about David
Is David Lacroix a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Entasis Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Entasis Asset Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is David Lacroix based?
David Lacroix is based in Brookfield, Wisconsin.
Is David Lacroix registered with the SEC?
Yes. David Lacroix is registered as an investment adviser representative in IL, TX and WI (CRD 2697242), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Entasis Asset Management manage?
Entasis Asset Management reports $197.9M across 497 accounts in assets under management.
How do I contact David Lacroix?
Through David's website, www.entasisassetmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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