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.
Christopher Michael Chatto
- Title
- Presidentreportedencompassmore.comfirm site, Sep 15, 2026
- Direct business phone
- 724-837-9300reportedencompassmore.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.
- Encompass More Asset Management LLC independent RIA currentsince Aug 25, 2022 · Danville, Ca
- Verity Asset Management independent RIANov 15, 2018 to Nov 30, 2022 · Danville, Ca
- Creativeone Securities, LLC BD affiliatedNov 4, 2015 to Nov 15, 2018 · Pleasanton, Ca
- Verity Asset Management to Encompass More Asset Management LLCleft Nov 30, 2022, registered Aug 25, 2022 (-97 days) · RIA to a newly registered adviser · moved with a team
- Creativeone Securities, LLC to Verity Asset Managementleft Nov 15, 2018, registered Nov 15, 2018 (0 days) · Affiliated broker-dealer or bank to independent RIA
- Christopher Michael Chatto left Verity Asset Management for Encompass More Asset Management Llc (registered 2022-08-25)Nov 30, 2022 · Advisor changed firm · fact
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address