SEC-Registered Investment Adviser
Encompass More Asset Management LLC
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated June 15, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- July 14, 2022
- Principal office
- 390 Diablo Rd, Suite 100, Danville, CA 94526
- Organized as
- Limited Liability Company, NV
- Fiscal year end
- December
- Other offices
- 14
Scale
- Regulatory AUM
- $984.9M
- Accounts
- 8,361
- Clients
- 28
- Employees
- 108, 85 in advisory roles
- Private funds advised
- 2
- Private fund gross assets
- $2.6M
- Fund types
- 2 hedge funds
- Funds with Form D records
- 1 issuer in AltStreet's ledger
- Client assets in custody
- $2.6M (10 clients)
Business, clients and compensation, as filed
- Advisory activities
- financial planning, portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles
- Compensated by
- a percentage of assets under management, hourly charges, subscription fees and fixed fees
- Client types
- individuals (other than high net worth) (3,748); high net worth individuals (260)
- Related persons include
- a broker-dealer, an insurance company or agency and a sponsor, general partner or managing member of pooled investment vehicles
- Affiliates
- 1 broker-dealer
Form ADV Item 11 disclosures
No yes answers on Item 11 as of the latest Form ADV (June 15, 2026). Item 11 covers the firm and its advisory affiliates.
Form D activity of the funds this firm advises, by year
1 issuer in AltStreet's EDGAR ledger are joined to this adviser through Form ADV Schedule D, with Form D filings from October 20, 2025 to October 20, 2025.Years are the year of each offering's first notice; sold and investors are the latest figures on each chain. Counts and totals only; the fund roster is in the terminal.
| First notice | Offerings | Reported sold | Investors |
|---|---|---|---|
| 2025 | 1 | n/a | n/a |
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.