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.
SEC-registered adviser
Encompass More Asset Management LLC
Latest filing Jun 15, 2026
First filing on the tape Jun 16, 2022 · 29 filings
SEC status approved since Jul 14, 2022
RAUM
$985M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$985M individuals and HNW
Advisors
85
registered through the firm on IAPD
RAUM per advisor
$11.6M
derived; firm RAUM over IAPD count
Employees
108
85 advisory (5.B.1)
Offices
14
beyond the principal office
Private funds
2
reported on Schedule D
History
29 filings and snapshots on the tape
RAUM$985M as of Jun 15, 2026
Mar 16, 2023$113M then
HNW client RAUM$470M as of Jun 15, 2026
Mar 16, 2023$44.2M then
State-registered IARs (5.B.3)85 as of Jun 15, 2026
Mar 16, 202334 then
Employees (5.A)108 as of Jun 15, 2026
Mar 16, 202334 then
Private funds2 as of Jun 15, 2026
Oct 3, 20251 then
RAUM +69% over the last fiscal year+106% a year over threeIARs 76 to 85offices 11 to 14
Practice profile
derived from the filing of Jun 15, 2026; every figure names its basis
Archetypes, each a printed rule
- Multi-office growth platform · an independent wealth manager (not a wirehouse, national broker-dealer RIA or broker-dealer affiliated firm) with at least five offices, at least 50 advisors, and RAUM up at least 20 percent over the last annual amendment
- RIA with private funds · a wealth manager (private-client share at least 50 percent) that reports at least one private fund on Schedule D 7.B.(1)
- RAUM per advisor
- $11.6MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 47derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.8MderivedHNW RAUM over HNW clients
- Average account
- $117,795derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.3derivedItem 5.A over advisors
- Advisors per office
- 5.7derived15 offices incl. principal (1.F.5)
- RAUM growth, one year
- +69%derivedbetween the last two annual amendments
- Advisor growth, one year
- +12%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -0.8%derived
- Compensation
- percentage of assets, hourly, fixed fees, subscriptionreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $2.6M, 10 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$515M52%
- High-net-worth individuals$470M48%
- Individual clients
- 3,748reported
- HNW clients
- 260reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 8,361reported
- Financial planning clients
- 26-50reported
- Wrap fee programs
- noreported
- Custody of client assets
- $2.6M for 10 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=16.0derived
Advisors registered through the firm
85 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Christopher Michael Chatto | Danville, Ca | Aug 25, 2022 | 12 y | 2 |
| Steven Jack HefterCertified Financial Planner | Northbrook, Il | Aug 31, 2022 | 12 y | 2 |
| Erik Ong | San Diego, Ca | Aug 31, 2022 | 12 y | 1 |
| Dominic Raymond Defreece | Wyomissing, Pa | Aug 31, 2022 | 13 y | 2 |
| Dennis Jay Burd | Greensburg, Pa | Aug 31, 2022 | 43 y | 1 |
| Joseph Anthony Barbour | La Porte, Tx | Sep 1, 2022 | 18 y | 4 |
| Gerardo Garcia | Danville, Ca | Sep 1, 2022 | 19 y | 1 |
| Micah Phillip Comer | Rocklin, Ca | Sep 1, 2022 | 11 y | 1 |
| Benjamin Andrew Jerome | Danville, Ca | Sep 2, 2022 | 11 y | 1 |
| Michael Anthony Portincaso | Danville, Ca | Sep 9, 2022 | 12 y | 1 |
| Jonathan David Miller | Bartlett, Il | Sep 9, 2022 | 20 y | 1 |
| Christopher Raymond Reid | Roseville, Ca | Sep 9, 2022 | 18 y | 2 |
| Scott Ledford Bacon | Danville, Ca | Sep 9, 2022 | 13 y | 1 |
| Ginger A. Noteboom | Gilbert, Az | Sep 14, 2022 | 23 y | 2 |
| Andrew Lewis | Newport Beach, Ca | Sep 15, 2022 | 11 y | 1 |
| Brock Michael Mckinley | Danville, Ca | Sep 22, 2022 | 14 y | 4 |
| Todd Jay Cloward | Danville, Ca | Jan 27, 2023 | 27 y | 2 |
| Alex Mckinley Stevenson | Potomac Falls, Va | May 2, 2023 | 11 y | 1 |
| Geoffrey Matthew Wistow | Danville, Ca | May 3, 2023 | 12 y | 1 |
| Timothy Douglas Nelson | Potomac Falls, Va | May 3, 2023 | 13 y | 4 |
| Adam Jon Moeller | Denver, Co | May 30, 2023 | 21 y | 5 |
| Michael Solari | Danville, Ca | Jun 21, 2023 | 15 y | 0 |
| Lisa Ann GalloCertified Financial Planner | Danville, Ca | Feb 2, 2024 | 30 y | 7 |
| Jason Paul Berube | Beverly, Ma | Feb 23, 2024 | 14 y | 1 |
| Naoko Moriya | Danville, Ca | Mar 8, 2024 | 20 y | 1 |
| Benjamin Joseph Persyn | Danville, Ca | Mar 15, 2024 | 18 y | 0 |
| Shelton King | Danville, Ca | Apr 2, 2024 | 12 y | 0 |
| Marla Valencia Isidro | Clermont, Fl | May 2, 2024 | 21 y | 1 |
| Aaron Boyce | Spring, Tx | May 16, 2024 | 17 y | 3 |
| Kasinee Manee-In Meyer | Danville, Ca | May 17, 2024 | 10 y | 1 |
| Nathan Mark Allred | Payson, Ut | May 29, 2024 | 20 y | 1 |
| Michael Allen Degan | Danville, Ca | Jun 10, 2024 | 19 y | 0 |
| Lucy Elizabeth Matsumoto | Agua Dulce, Ca | Jun 18, 2024 | 10 y | 1 |
| Robert Douglas Gray | Danville, Ca | Jun 21, 2024 | 11 y | 0 |
| Wanchira Disyaboot | Valencia, Ca | Jun 25, 2024 | 14 y | 1 |
| Terry Dee Cox | Danville, Ca | Jul 1, 2024 | 18 y | 4 |
| Anima NikonthetCertified Financial Planner | Winslow, Me | Sep 3, 2024 | 14 y | 0 |
| Michael Vandenlangenberg Ducharme | St. George, Ut | Sep 9, 2024 | 30 y | 2 |
| David Madey Grzesk | Danville, Ca | Sep 9, 2024 | 26 y | 2 |
| Branden Ducharme | St. George, Ut | Sep 9, 2024 | 13 y | 2 |
Advisor movement
3 left, 12 joined in 12 months
net +9 in 12 months2 left in 90 days2 joined in 90 daysdeparture rate 3.5% of current headcount22 left over 36 months
Left, latest
- Eric Sean Drudge to Integrity Advisory SolutionsAug 20, 2026 · RIA to RIA
- Joseph Anthony Gutierrez to Bankers Life Advisory Services, Inc.Jun 22, 2026 · RIA to affiliated broker-dealer or bank
- Jason Thornton to Integrity Advisory SolutionsJun 4, 2026 · RIA to RIA
- Galen Duane Bargerstock to Foundations Investment Advisors LLCSep 16, 2025 · RIA to RIA
- Catherine Michelle Anderson to MarinerSep 15, 2025 · RIA to affiliated broker-dealer or bank
- Levi Joshua Allison to Signal Advisors Wealth, LLCJul 30, 2025 · RIA to RIA
- Arthur Andrew Isberg to Ae Wealth Management, LLCMay 15, 2025 · RIA to affiliated broker-dealer or bank
- Debra Diane Starkey to Ae Wealth Management, LLCMay 15, 2025 · RIA to affiliated broker-dealer or bank
- Amber Elaine Alguire to Ae Wealth Management, LLCMay 15, 2025 · RIA to affiliated broker-dealer or bank
- Daniel James Dietrich to Ae Wealth Management, LLCMay 15, 2025 · RIA to affiliated broker-dealer or bank
- Benjamin Ward Hulburt to Ae Wealth Management, LLCMay 15, 2025 · RIA to affiliated broker-dealer or bank
- Cameron Christian Clay to Ae Wealth Management, LLCMay 15, 2025 · RIA to affiliated broker-dealer or bank
- Daniel Lee Asti to Ae Wealth Management, LLCMay 15, 2025 · RIA to affiliated broker-dealer or bank
- Larry Rufus Daniels to Ae Wealth Management, LLCMay 15, 2025 · RIA to affiliated broker-dealer or bank
- Jamie Lee Roth to Ae Wealth Management, LLCMay 15, 2025 · RIA to affiliated broker-dealer or bank
Joined, latest
- Gregory William Halvorson from Sun Valley AdvisoryAug 17, 2026 · Other
- Michael Jonathan Floyd from Sun Valley AdvisoryJul 31, 2026 · Other
- Kyle Austin Demyan from Transamerica Financial Advisors, LLCMar 11, 2026 · Affiliated broker-dealer or bank to independent RIA
- Christina Elizabeth Lawrence from Vector Financial Solutions, Inc.Mar 4, 2026 · Other
- Apris Walker from Primerica AdvisorsFeb 10, 2026 · Affiliated broker-dealer or bank to independent RIA
- Philip Benjamin Comer from Global View Capital Management LLCJan 21, 2026 · RIA to RIA
- Steven Parker Durdin from Global View Capital Management LLCJan 15, 2026 · RIA to RIA
- Genevieve Brianna Strenski from Global View Capital Management LLCJan 13, 2026 · RIA to RIA
- David Andrew Hessel from Global View Capital Management LLCJan 13, 2026 · RIA to RIA
- Timothy Anton Noordyk from Global View Capital Management LLCJan 13, 2026 · RIA to RIA
- Geoffrey Edward Grimsdale from Ameriprise Financial Services, LLCJan 9, 2026 · Affiliated broker-dealer or bank to independent RIA
- Joseph Anthony Gutierrez from Florida Financial Advisors, LLCOct 16, 2025 · Affiliated broker-dealer or bank to independent RIA
- Bradley Brien Burr from Ashton Thomas Private WealthSep 16, 2025 · RIA to RIA
- Jay Robert Penney from Ashton Thomas Private WealthAug 25, 2025 · RIA to RIA
- Christopher Ryan Hamm from Fsam LLCApr 7, 2025 · RIA to RIA
Teams: two or more advisors moving together within fourteen days, from one state
- 3 left for Ae Wealth Management, LLCMay 15, 2025 · Danville, Ca
- 4 left for Ae Wealth Management, LLCMay 15, 2025 · Monroeville, Pa
- 2 joined from Sun Valley AdvisoryAug 5, 2026 · Scottsdale, Az
- 4 joined from Global View Capital Management LLCJan 14, 2026 · Waukesha, Wi
- 2 joined from Ashton Thomas Private WealthAug 19, 2025 · Scottsdale, Az
- 6 joined from Scf Investment Advisors, Inc.Oct 17, 2024 · San Diego, Ca
- 4 joined from Scf Investment Advisors, Inc.Oct 17, 2024 · New Berlin, Wi
- 2 joined from Transamerica Financial Advisors, LLCJun 13, 2024 · Pasadena, Ca
- 2 joined from Transamerica Financial Advisors, LLCApr 4, 2024 · San Diego, Ca
- 3 joined from Bull Run Investment Management LLCMay 4, 2023 · Mclean, Va · Firm absorbed
Private funds
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Lumarra Currency Alpha LP | $2.6M | 10 | Jun 15, 2026 | |
| Lumarra Capital Yield Fund LP | $0 | 3 | Jun 15, 2026 |
Owners and control persons
Schedule A and B, latest filing
- Michael Christopher Chatto · President And Chief Compliance Officercontrolsince 05/2022 · owns less than 5%
- Michael Brock Mckinley · Chairmancontrolsince 05/2022 · owns less than 5%
- Michael Brock Mckinley · Managing Membercontrolsince 01/2019 · owns 75% or more of Brock Mckinley LLC
Entity owners
- Encompass More Group Inc · Parent Company Compliance Officerdirect · owns 75% or more
- Brock Mckinley LLC · Ownerindirect · owns 75% or more of Encompass More Group Inc
Related persons
Schedule D 7.A
- Encompass More Insurance Services LLCreal estaten
- Encompass More Investments, LLCbroker-dealern
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Danville, Ca · principal | 85 | 18 | 3 | ||
| New Berlin, Wi | 10 | 3 | 0 | ||
| St George, Ut | 5 | 1 | 0 | ||
| Scottsdale, Az | 4 | 3 | 0 | ||
| Potomac Falls, Va | 3 | 0 | 0 | ||
| San Diego, Ca | 3 | 1 | 0 | ||
| Highland, Ut | 2 | 0 | 0 | ||
| Los Angeles, Ca | 2 | 1 | 0 | ||
| Las Vegas, Nv | 2 | 0 | 0 | ||
| Henderson, Nv | 2 | 0 | 0 | ||
| Payson, Ut | 2 | 0 | 0 | ||
| Clermont, Fl | 2 | 0 | 0 | ||
| Pittsburg, Pa | 0 | 0 | 0 | ||
| Forest Hill, Md | 0 | 0 | 0 | ||
| Monroeville, Pa | 0 | 0 | 0 | ||
| Roselle Park, Nj | 0 | 0 | 0 | ||
| Cincinnati, Oh | 0 | 0 | 0 | ||
| Scottdale, Az | 0 | 0 | 0 | ||
| Vintondale, Pa | 0 | 0 | 0 | ||
| Winter Garden, Fl | 0 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- New Berlin, WI7 employees
- Monroeville, PA4 employees
- St. George, UT4 employees
- Scottsdale, AZ3 employees
- Potomac Falls, VA3 employees
- Danville, CA2 employees
- Indiana, PA2 employees
- Lake Mary, FL1 employees
- Greensberg, PA1 employees
- Denver, CO1 employees
- Wyomissing, PA1 employees
ADV anomalies
5 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Jun 15, 2026CHATTO, CHRISTOPHER, MICHAEL (PRESIDENT AND CHIEF COMPLIANCE OFFICER) left Schedule A between the filings of 2022-06-16 and 2026-06-15peers: independent wealth managers, $500M to $1B (1,483)
- RAUM up clients flatCombination · filing Apr 20, 2026RAUM grew 50 percent or more while private clients stayed within 5 percent: existing clients grew, a few large clients arrived, or a reporting change. RAUM $581,910,000 to $984,886,079, advisors 76 to 85, private clients 4042 to 4008, offices 11 to 15 (2025-04-29 to 2026-04-20)peers: independent wealth managers, $500M to $1B (1,483)
- HNW share shiftChange between filings · filing Apr 20, 2026HNW share of RAUM moved from 28.0% to 48.0% between the annual amendments of 2025-04-29 and 2026-04-20peers: independent wealth managers, $500M to $1B (1,483)
- account count surgeChange between filings · filing Apr 20, 2026accounts (Item 5.F.2.f) moved from 4,025.0 to 8,361.0 (+108.0%) between the annual amendments of 2025-04-29 and 2026-04-20; the peer median change was +6.0% (1256 comparable advisers, 97.0th percentile of changes)peers: independent wealth managers, $500M to $1B (1,256) · 97% percentile
- RAUM up 50 %Change between filings · filing Apr 20, 2026RAUM (Item 5.F) moved from $581,910,000 to $984,886,079 (+69.0%) between the annual amendments of 2025-04-29 and 2026-04-20; the peer median change was +16.0% (1386 comparable advisers, 96.0th percentile of changes)peers: independent wealth managers, $500M to $1B (1,386) · 96% percentile
What changed
consecutive filings, newest first
- Other offices · 15 to 14May 6, 2026 to Jun 15, 2026
- Private funds · 1 to 2Apr 20, 2026 to May 6, 2026
- Accounts · 4,025 to 8,361Feb 9, 2026 to Mar 21, 2026
- Advisory employees · 76 to 85Feb 9, 2026 to Mar 21, 2026
- BD registered reps · 12 to 16Feb 9, 2026 to Mar 21, 2026
- HNW clients · 114 to 260Feb 9, 2026 to Mar 21, 2026
- Individual clients · 3,928 to 3,748Feb 9, 2026 to Mar 21, 2026
- Assets in custody · unset to 2640000.0Feb 9, 2026 to Mar 21, 2026
- Custody of client assets · false to trueFeb 9, 2026 to Mar 21, 2026
- Employees · 92 to 108Feb 9, 2026 to Mar 21, 2026
- Insurance-licensed employees · 1 to 0Feb 9, 2026 to Mar 21, 2026
- Financial planning clients · 11-25 to 26-50Feb 9, 2026 to Mar 21, 2026
- State-registered IARs · 76 to 85Feb 9, 2026 to Mar 21, 2026
- Other offices · 12 to 15Feb 9, 2026 to Mar 21, 2026
- Discretionary RAUM · $582M to $985MFeb 9, 2026 to Mar 21, 2026
- HNW RAUM · $163M to $470MFeb 9, 2026 to Mar 21, 2026
- Individual RAUM · $419M to $515MFeb 9, 2026 to Mar 21, 2026
- RAUM · $582M to $985MFeb 9, 2026 to Mar 21, 2026
- Advisory activities · 1 to 3Jul 9, 2025 to Oct 3, 2025
- Financial planning clients · to 11-25Jul 9, 2025 to Oct 3, 2025
- Private funds · unset to 1Jul 9, 2025 to Oct 3, 2025
- Financial planning clients · unset to Jun 23, 2025 to Jul 9, 2025
- Other offices · 11 to 12Apr 29, 2025 to Jun 23, 2025
- Accounts · 2,835 to 4,025Oct 24, 2024 to Apr 29, 2025
- Advisory employees · 43 to 76Oct 24, 2024 to Apr 29, 2025
- BD registered reps · 6 to 12Oct 24, 2024 to Apr 29, 2025
- HNW clients · 40 to 114Oct 24, 2024 to Apr 29, 2025
- Individual clients · 1,522 to 3,928Oct 24, 2024 to Apr 29, 2025
- Employees · 48 to 92Oct 24, 2024 to Apr 29, 2025
- State-registered IARs · 43 to 76Oct 24, 2024 to Apr 29, 2025
- Discretionary RAUM · $229M to $582MOct 24, 2024 to Apr 29, 2025
- HNW RAUM · $59.5M to $163MOct 24, 2024 to Apr 29, 2025
- Individual RAUM · $169M to $419MOct 24, 2024 to Apr 29, 2025
- RAUM · $229M to $582MOct 24, 2024 to Apr 29, 2025
- Other offices · 8 to 11Aug 20, 2024 to Sep 16, 2024
- Other offices · 9 to 8Apr 10, 2024 to Jul 2, 2024
- Accounts · 1,698 to 2,835Nov 7, 2023 to Feb 27, 2024
- Advisory employees · 32 to 43Nov 7, 2023 to Feb 27, 2024
- HNW clients · 44 to 40Nov 7, 2023 to Feb 27, 2024
- Individual clients · 852 to 1,522Nov 7, 2023 to Feb 27, 2024
Signals
49 dated events
- Eric Sean Drudge left Encompass More Asset Management Llc for Integrity Advisory Solutions (registered 2026-08-19)Aug 20, 2026 · Advisor changed firm · fact
- 2 advisors left Sun Valley Advisory (Scottsdale, AZ) for Encompass More Asset Management LLC on the same dayAug 5, 2026 · Team lift-out · derived
- Joseph Anthony Gutierrez left Encompass More Asset Management Llc for Bankers Life Advisory Services, Inc. (registered 2026-08-21)Jun 22, 2026 · Advisor changed firm · fact
- Jason Thornton left Encompass More Asset Management Llc for Integrity Advisory Solutions (registered 2026-06-11)Jun 4, 2026 · Advisor changed firm · fact
- Encompass More Asset Management Llc reported RAUM $984.9M, up 69% from $581.9M (2026-02-09 to 2026-03-21)Mar 21, 2026 · RAUM change · derived
- 4 advisors left Global View Capital Management LLC (Waukesha, WI) for Encompass More Asset Management LLC on the same dayJan 14, 2026 · Team lift-out · derived
- Galen Duane Bargerstock left Encompass More Asset Management Llc for Foundations Investment Advisors Llc (registered 2025-09-18)Sep 16, 2025 · Advisor changed firm · fact
- Catherine Michelle Anderson left Encompass More Asset Management Llc for Mariner (registered 2025-10-03)Sep 15, 2025 · Advisor changed firm · fact
- 2 advisors left Ashton Thomas Private Wealth (Scottsdale, AZ) for Encompass More Asset Management LLC within 14 daysAug 19, 2025 · Team lift-out · derived
- Levi Joshua Allison left Encompass More Asset Management Llc for Signal Advisors Wealth, Llc (registered 2025-11-13)Jul 30, 2025 · Advisor changed firm · fact
- Amber Elaine Alguire left Encompass More Asset Management Llc for Ae Wealth Management, Llc (registered 2025-05-14)May 15, 2025 · Advisor changed firm · fact
- Benjamin Ward Hulburt left Encompass More Asset Management Llc for Ae Wealth Management, Llc (registered 2025-05-14)May 15, 2025 · Advisor changed firm · fact
- Cameron Christian Clay left Encompass More Asset Management Llc for Ae Wealth Management, Llc (registered 2025-05-14)May 15, 2025 · Advisor changed firm · fact
- Daniel Lee Asti left Encompass More Asset Management Llc for Ae Wealth Management, Llc (registered 2025-05-15)May 15, 2025 · Advisor changed firm · fact
- Larry Rufus Daniels left Encompass More Asset Management Llc for Ae Wealth Management, Llc (registered 2025-05-15)May 15, 2025 · Advisor changed firm · fact
- Daniel James Dietrich left Encompass More Asset Management Llc for Ae Wealth Management, Llc (registered 2025-05-14)May 15, 2025 · Advisor changed firm · fact
- Debra Diane Starkey left Encompass More Asset Management Llc for Ae Wealth Management, Llc (registered 2025-05-14)May 15, 2025 · Advisor changed firm · fact
- Jamie Lee Roth left Encompass More Asset Management Llc for Ae Wealth Management, Llc (registered 2025-05-14)May 15, 2025 · Advisor changed firm · fact
- Arthur Andrew Isberg left Encompass More Asset Management Llc for Ae Wealth Management, Llc (registered 2025-05-14)May 15, 2025 · Advisor changed firm · fact
- 6 advisors left Encompass More Asset Management LLC (Danville, CA) for AE Wealth Management, LLC on the same dayMay 15, 2025 · Team lift-out · derived
- 4 advisors left Encompass More Asset Management LLC (Monroeville, PA) for AE Wealth Management, LLC on the same dayMay 15, 2025 · Team lift-out · derived
- Encompass More Asset Management Llc reported 76 state-registered advisory representatives, up from 43 (2024-10-24 to 2025-04-29)Apr 29, 2025 · Advisor headcount change · derived
- Encompass More Asset Management Llc reported RAUM $581.9M, up 155% from $228.5M (2024-10-24 to 2025-04-29)Apr 29, 2025 · RAUM change · derived
- Nolan Gregory Stokes left Encompass More Asset Management Llc for Foundations Investment Advisors Llc (registered 2025-02-18)Feb 14, 2025 · Advisor changed firm · fact
- Shannon Nicole Gligora left Encompass More Asset Management Llc for Gradient Advisors, Llc (registered 2025-02-18)Feb 11, 2025 · Advisor changed firm · fact
- Brian Eugene Leonard left Encompass More Asset Management Llc for Osaic Wealth, Inc. (registered 2025-02-14)Jan 6, 2025 · Advisor changed firm · fact
- Anthony Dean Ruggieri left Encompass More Asset Management Llc for Ae Wealth Management, Llc (registered 2024-11-14)Dec 17, 2024 · Advisor changed firm · fact
- 8 advisors left Scf Investment Advisors, Inc. (San Diego, CA) for Encompass More Asset Management LLC on the same dayOct 17, 2024 · Team lift-out · derived
- 3 advisors left Scf Investment Advisors, Inc. (New Berlin, WI) for Encompass More Asset Management LLC on the same dayOct 17, 2024 · Team lift-out · derived
- Victor Hugo Espino left Encompass More Asset Management Llc for Meridian Venture Partners, Inc (registered 2025-11-11)Aug 1, 2024 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 207-312-7997reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 209-401-8481reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 215-740-0932reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/encompassmorereportedpublic record, Form ADV, Sep 17, 2026
- Website
- encompassmore.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 925-272-8850reportedpublic record, Form ADV, Jun 15, 2026
- Contact form
- encompassmore.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- encompassmore.com/were-different/teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $11.6Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026