Encompass More Asset Management LLC

RIASEC RegisteredEst. 2022

Total AUM

$985M

Discretionary

$985M

100% of AUM

Avg account

$118K

Accounts

8,361

Employees

108

Advisory reps

Firm details

Headquarters: Danville, California
CRD number: 322382
Registered since: July 14, 2022
Website: www.encompassmore.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, IPX RETIREMENT, AXOS ADVISOR SERVICES
Fee structure: Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees
Client types: Individuals52.32%
HNWI47.68%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Encompass More Asset Management LLC is an SEC-registered LLC that provides financial planning and portfolio management for individuals, small businesses and pooled investment vehicles. The firm reports a client base concentrated on individual and family clients and uses a mix of fee arrangements — percentage of AUM, hourly, subscription and fixed fees — rather than a single model. Its advisory scope includes sponsored pooled vehicles (the firm lists roles such as sponsor/GP/managing member) and it has industry affiliations with broker-dealers and an insurance company. The firm reports it is not an active ESG investor and does not identify as a multi-state adviser on its public profile. Encompass More began SEC registration in 2022 and classifies its owner type as a domestic entity and individual. Its stated advisory services are financial planning, discretionary portfolio management for private clients and management for pooled investment vehicles.