DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Joseph Anthony Barbour

Encompass More Asset Management LLCindependent RIALa Porte, Tx dual registrantIAPD 5474035

Feed of 09/15/2026

Also filed as Joseph Barbour

At current firm

4 y

since Sep 1, 2022

In the industry

18 y

since Jan 1, 2008 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Financial Advisorreportedencompassmore.comfirm site, Sep 15, 2026
Direct business phone: 925-272-8850reportedencompassmore.comfirm site, Sep 15, 2026
Professional profile: linkedin.com/in/joseph-barbour-176b533areportedencompassmore.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Encompass More Asset Management LLC independent RIA current
since Sep 1, 2022 · La Porte, Tx
Verity Asset Management independent RIA
Oct 8, 2020 to Nov 30, 2022 · Durham, Nc
Pnc Managed Account Solutions, Inc. former
Nov 7, 2018 to May 28, 2020 · Seabrook, Tx
J.P. Morgan Securities LLC wirehouse
Oct 1, 2012 to Nov 9, 2018 · Baytown, Tx
Chase Investment Services Corp. former
May 2, 2011 to Oct 1, 2012 · Baytown, Tx

Moves

a registration end followed by a registration begin elsewhere

Verity Asset Management to Encompass More Asset Management LLC
left Nov 30, 2022, registered Sep 1, 2022 (-90 days) · RIA to a newly registered adviser
Pnc Managed Account Solutions, Inc. to Verity Asset Management
left May 28, 2020, registered Oct 8, 2020 (133 days) · Affiliated broker-dealer or bank to independent RIA
J.P. Morgan Securities LLC to Pnc Managed Account Solutions, Inc.
left Nov 9, 2018, registered Nov 7, 2018 (-2 days) · Wirehouse to affiliated broker-dealer or bank
Chase Investment Services Corp. to J.P. Morgan Securities LLC
left Oct 1, 2012, registered Oct 1, 2012 (0 days) · corporate re-registration, not a move

Signals

Joseph Anthony Barbour left Verity Asset Management for Encompass More Asset Management Llc (registered 2022-09-01)
Nov 30, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address