Encompass More Asset Management LLC

RIASEC Registered
Total AUM
$985M
Discretionary
$985M
100% of AUM
Avg account
$118K
Accounts
8,361
Employees
108
Advisory reps
87

Firm details

Headquarters
Danville, California
CRD number
322382
Registered since
July 14, 2022
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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 71%, Cash & Cash Equivalents 13%, Exchange Traded Equities 12%, Investment Grade Corp Bonds 3%, Derivatives 1%71%
  • Public Funds/Mutual Funds71%
  • Cash & Cash Equivalents13%
  • Exchange Traded Equities12%
  • Investment Grade Corp Bonds3%
  • Derivatives1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 189

Active vs passive

$797M in ETFs

Passive

72%

$571M

Active

20%

$226M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV)BlackRockPassiveUltrashort Bond$55.8M554,0287.00%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth