Matthew Yarbrough has been Managing Member of Encompass Wealth Advisors since January 2024, is a control person of the firm and directly owns between 5% and 10% of it.
Encompass Wealth Advisors, LLC is a Portland, OR firm with $473M under management, 1,343 clients and 3 advisers in one office, as of its August 2026 filing.
- – present · 8 yearsPortland, OR · Adviser representative · Firm CRD 170807
Investment adviser representative registrations
Matthew Yarbrough is registered as an investment adviser representative in Oregon, since October 2018.
- OregonSince 5 October 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 25 June 2018 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 6331852
- Firm
- Encompass Wealth Advisors · CRD 170807
- Role
- Managing Member
- Office
- 15350 SW Sequoia Parkway, Suite 250, Portland, OR 97224
- Registration
- Investment adviser registration
- In the industry since
- October 2018
- Disciplinary history
- Not yet shown here · SEC record
Where does Matthew Yarbrough work?
Matthew Yarbrough has been Managing Member of Encompass Wealth Advisors, LLC since January 2024, and is a control person of the firm.
Is Matthew Yarbrough a financial advisor?
Yes. Matthew Yarbrough has a current investment-adviser registration in Oregon, through Encompass Wealth Advisors since October 2018.
How many years of experience does Matthew Yarbrough have?
Matthew Yarbrough has 8 years in the financial industry, since October 2018, across 1 adviser firm.
What exams has Matthew Yarbrough passed?
Matthew Yarbrough passed the Series 65 in June 2018.
Where is Matthew Yarbrough based?
Matthew Yarbrough’s registered office is in Portland, OR.
Is Matthew Yarbrough registered with FINRA?
No. Matthew Yarbrough has no current broker registration.
How can I verify Matthew Yarbrough’s record?
Search CRD 6331852 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Yarbrough’s full registration record.