Wealth manager, independent · Danville, CA
Encompass More Asset Management LLC
SEC-registered investment adviser · CRD 322382 · SEC 801-126102
At a glance
Encompass More Asset Management LLC is an SEC-registered investment adviser based in Danville, California, with $985 million in regulatory assets under management as of its Form ADV filed June 15, 2026. Its largest client group by assets is individuals, and it reports 4,008 individual clients. By Form ADV it is a wealth manager, ranked 1,573rd of 8,915 wealth managers and 5,431st of 17,210 SEC-registered advisers by assets.
Main office 925-272-8850encompassmore.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $985M
- Rank among wealth managers
- #1,573 of 8,915
- Rank among all SEC RIAs
- #5,431 of 17,210
- Rank in California
- #629 of 1,873
- Individual clients
- 4,008
- High-net-worth clients
- 260
- Accounts
- 8,361
- Discretionary
- 100% of AUM
- Employees
- 108
- Advisory staff
- 85
- Offices
- 15
Owners and executives on its Form ADV
- Christopher M. ChattoPresident and Chief Compliance Officer
- Brock M. McKinleyChairman
Custody and brokerage
Broker-dealer
Hybrid RIA
Encompass More Asset Management LLC is a hybrid RIA: 16 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Encompass More Investments, LLC.
- Encompass More Investments, LLC ↗CRD 318438
An introducing broker-dealer: its trades clear through another firm, which holds the brokerage accounts. Its annual audited report filed with the SEC, March 2026
Its Form ADV brochure (filed March 2026) names Encompass More Investments as the broker-dealer its advisers are registered with.
ng investment advice on behalf of our firm are registered representatives with Encompass More Investments, LLC ("Encompass More Investments"), a securities broker-dealer, and a member of the Financial Industry Regulatory Authority and the
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 3,748 | $515M | 52% |
| High-net-worth individuals | 260 | $470M | 48% |
Private funds
Encompass More Asset Management LLC reports 2 private funds with $3M in gross assets: hedge funds (Form ADV Item 7.B).
Disciplinary disclosures
Encompass More Asset Management LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
How it’s paid
- A percentage of assets under management
- Hourly charges
- Subscription fees
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗encompassmore.com ↗
AtlasMembers
The full record on Encompass More Asset Management LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 3 years of filings
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- Growth over one, three and five years
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- Rank against 3,582 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 4Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Encompass More Asset Management LLC manage?
Encompass More Asset Management LLC reports $985 million in regulatory assets under management across 8,361 accounts, 100% of it on a discretionary basis, on its Form ADV filed June 15, 2026.
What kind of firm is Encompass More Asset Management LLC?
Encompass More Asset Management LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Encompass More Asset Management LLC’s clients?
By assets, its largest client types are individuals ($515 million, 3,748 clients); high-net-worth individuals ($470 million, 260 clients).
Does Encompass More Asset Management LLC manage private funds?
Yes. It reports 2 private funds with $3 million in gross assets, including hedge funds.
Does Encompass More Asset Management LLC have any disciplinary history?
Encompass More Asset Management LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Encompass More Asset Management LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-15), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →