Encompass More Asset Management LLC
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
FINTRXOverview
Encompass More Asset Management LLC is an independent registered investment adviser that primarily serves individual and family clients. The firm is registered with the SEC (registered in 2022) and provides financial planning alongside portfolio management for individuals, small businesses, and pooled investment vehicles. Its fee model is flexible and includes asset-based fees, hourly billing, subscription arrangements, and fixed fees. Investment policy does not emphasize ESG, and the adviser is not positioned as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds71%
- Cash & Cash Equivalents13%
- Exchange Traded Equities12%
- Investment Grade Corp Bonds3%
- Derivatives1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 189Active vs passive
$797M in ETFs
72%
$571M
20%
$226M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $55.8M | 554,028 | 7.00% |
Location
Danville, CA
Contra Costa
Location
Danville, CA
Headquartered in Danville, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Contra Costa
- Address
- 390 Diablo Rd
- Time zone
- PT (UTC-8)
- Office locations
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