PCM Encore, LLC

RIASEC RegisteredEst. 2024
Total AUM
$1.9B
Discretionary
$1.9B
100% of AUM
Avg account
$3.1M
Accounts
629
Employees
16
Advisory reps
10

Firm details

Headquarters
Aspen, Colorado
CRD number
333127
Registered since
October 3, 2024
Website
encoreinvestment.com
Custodians
MORGAN STANLEY & CO. LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI90.64%
  • Corporations / Businesses8.32%
  • Individuals1.04%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

PCM Encore, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2024. The firm acts as a capital allocator and serves both high-net-worth individuals and families and institutional clients. Its advisory services include financial planning, discretionary portfolio management for individuals, small businesses and institutions, and the selection of third‑party advisers. Fee arrangements include both percentage-of-AUM and fixed-fee models. PCM Encore identifies as an active ESG investor and also functions as a sponsor/GP/managing member of pooled investment vehicles, indicating it both allocates to outside managers and can originate or manage private pooled structures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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: Exchange Traded Equities 49%, Public Funds/Mutual Funds 20%, Other 18%, Non-Exchange Traded Equities 7%, Private Funds 2%, Cash & Cash Equivalents 2%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%49%
  • Exchange Traded Equities49%
  • Public Funds/Mutual Funds20%
  • Other18%
  • Non-Exchange Traded Equities7%
  • Private Funds2%

Owners & executives

2 of 2

  • Samuel Rice

    Chief Compliance Officer, Investment Advisor RepresentativeCRD 7979729

  • Michael Paulus

    Michael Paulus

    CEO & Investment Advisor RepresentativeCRD 7979333

Contacts

3 of 8
  • Logan Stelzner

    Logan Stelzner

    Retirement RepresentativeCRD 6948648

  • Kyle Boucher

    Kyle Boucher

    Vice President, Financial PlannerCRD 6780866

  • Alixandria Tucci

    Alixandria Tucci

    Financial PlannerCRD 6166721

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 46

Active vs passive

$118M in ETFs

Passive

90%

$107M

Active

6%

$11.4M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$14.4M20,91412.12%
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Location

Primary office

Aspen, CO

Pitkin

Location

Aspen, CO

Headquartered in Aspen, CO, anchoring the Edwards-Glenwood Springs, CO metro in the West.

Metro area
Edwards-Glenwood Springs, CO
Region
West
County
Pitkin
Address
520 E Cooper Ave
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth