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.
Philip Benjamin Comer
- Title
- Financial Advisor with Harvest Well Financial Partnersreportedencompassmore.comfirm site, Sep 15, 2026
- Direct business phone
- 801-793-5212reportedencompassmore.comfirm site, Sep 15, 2026
- Professional profile
- linkedin.com/in/ben-comer-cfp-05b61a22reportedencompassmore.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 Jan 21, 2026 · Danville, Ca
- Global View Capital Management LLC independent RIAJul 10, 2025 to Jan 14, 2026 · Medford Lakes, Nj
- Logic Wealth Management, LLC independent RIAAug 7, 2020 to Dec 1, 2020 · Pasadena, Ca
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAug 11, 2017 to May 25, 2018 · Mount Laurel, Nj
- Global View Capital Management LLC to Encompass More Asset Management LLCleft Jan 14, 2026, registered Jan 21, 2026 (7 days) · RIA to RIA · moved with a team
- Logic Wealth Management, LLC to Global View Capital Management LLCleft Dec 1, 2020, registered Jul 10, 2025 (1682 days) · RIA to RIA
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Logic Wealth Management, LLCleft May 25, 2018, registered Aug 7, 2020 (805 days) · Wirehouse to independent RIA
- Philip Benjamin Comer left Global View Capital Management Llc for Encompass More Asset Management Llc (registered 2026-01-21)Jan 14, 2026 · 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
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address