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Encompass More Asset Management LLC

● SEC registered since 2022CRD 322382SEC# 801-126102Danville, CA
Export (members)
Reg. AUM
$581.9M
Employees
92
Accounts
4,025
Location
Danville, CA

Encompass More Asset Management LLC assets under management

Encompass More Asset Management LLC operates as an SEC-registered investment adviser based in Danville, CA. The firm has been registered since 2022. It reports $581.9 million in regulatory assets under management and employs 92 people.

Encompass More Asset Management LLC owners & executives

5 reported
NameTitleOwnershipSince
Brock Michael McKinley ControlChairmanUnder 5%2022
Christopher Michael Chatto ControlPresident And Chief Compliance OfficerUnder 5%2022
Encompass More Group Inc ControlParent CompanyOver 75%2022
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Frequently asked questions

How much does Encompass More Asset Management LLC manage?

Encompass More Asset Management LLC reports $581.9 million in regulatory assets under management on its Form ADV.

How many employees does Encompass More Asset Management LLC have?

Encompass More Asset Management LLC reports 92 employees.

Where is Encompass More Asset Management LLC located?

Encompass More Asset Management LLC is based in Danville, CA and has been SEC-registered since 2022.

Does Encompass More Asset Management LLC disclose fund performance?

Encompass More Asset Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address390 Diablo Rd, Suite 100, Danville, CA 94526
Phone925-272-8850
Fax510-509-3471
Office hours8:00 a.m. To 4:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK2011218
Discloses disciplinary historyNo

Assets under management

Discretionary$581.9M
Non-discretionary$0
Total (RAUM)$581.9M