Encompass More Asset Management provides financial planning, portfolio management for individuals and small businesses, and portfolio management for pooled vehicles. Financial planning was provided to 26–50 clients last fiscal year. The firm advises 2 private funds.
Encompass More Asset Management reports 4,008 clients. They include 3,748 individual clients and 260 high-net-worth individuals. Of its assets, 100.0% ($985M across 8,361 accounts) are managed with discretion. It advised 28 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 94% | 52% |
| High-net-worth individuals | 6% | 48% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 3,748 | $515M | 52.3% | $137K |
| High-net-worth individuals | 260 | $470M | 47.7% | $1.81M |
| Total | 4,008 | $985M | 100% | $246K |
- Clients
- 3,748
- Regulatory AUM
- $515M
- AUM share
- 52.3%
- Avg. per client
- $137K
- Clients
- 260
- Regulatory AUM
- $470M
- AUM share
- 47.7%
- Avg. per client
- $1.81M
Total
- Clients
- 4,008
- Regulatory AUM
- $985M
- AUM share
- 100%
- Avg. per client
- $246K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 28
- Private funds advised
- 2
- Financial planning clients last fiscal year
- 26–50
Encompass More Asset Management charges up to 2.00% for its Portfolio Management Services. The brochure does not state whether the rate is annual; its fees and minimums are set out in its brochures on the SEC website.
Encompass More Group Inc owns 75% or more of Encompass More Asset Management and is in turn owned by Brock McKinley LLC (75% or more). The leadership team of Encompass More Asset Management includes President Christopher Chatto. It has 108 employees, 85 of them in advisory roles.
Staff
- 108 employees
- 85 in advisory functions
- 85 state-registered reps
- 16 broker-dealer reps
- 85 insurance agents
- 4 soliciting firms
- Owns 75% or more of Encompass More Asset Management LLC
Encompass More Group Inc
Control person · since May 2022
- Owns 75% or more of Encompass More Group Inc
Brock McKinley LLC
since January 2019
- Owns 75% or more of Brock McKinley LLC
Brock McKinley
Control person · since January 2019
Encompass More Asset Management’s regulatory assets grew Infinity× from $0 (June 2022) to $985M (June 2026); employees rose from 28 to 108.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jun 2026June 2026 | $985M | 4,008 | 108 | 15 |
| Jul 2025July 2025 | $582M | 4,042 | 92 | 13 |
| Jul 2024July 2024 | $229M | 1,562 | 48 | 9 |
| May 2023May 2023 | $113M | 896 | 34 | 8 |
| Jun 2022June 2022 | $0 | 0 | 28 | 1 |
Besides its headquarters, Encompass More Asset Management has 14 offices, with 15 listed addresses across 11 states.
Arizona · 2 listed addresses
- 14300 North Northsight BLVD, Scottsdale
- 16845 E. Ave. of the Fountains, Fountain Hills
California · 2 listed addresses
- 390 Diablo RD, Suite 100, DanvilleHQ
- 3900 W. Alameda Ave, Burbank
Texas · 2 listed addresses
- 1846 N Loop 1604 W, San Antonio
- 24624 I-45 N, Spring
Virginia · 2 listed addresses
- 8296 Old Courthouse RD, Vienna
- 6611 Jefferson Street #201, Haymarket
Colorado · 1 listed address
- 4600 S. Syracuse Street, Denver
Florida · 1 listed address
- 2480 Cherry Laurel Drive, Sanford
Georgia · 1 listed address
- 294 S. Main Street, Alpharetta
Pennsylvania · 1 listed address
- 510 N. Park RD, Wyomissing
South Carolina · 1 listed address
- 2424 Hwy 17s, North Myrtle Beach
Utah · 1 listed address
- 50 East 100 South, St. George
Wisconsin · 1 listed address
- 2665 S Moorland RD., New Berlin
Other business names
Encompass More Asset Management has reported 11 other business names to the SEC.
- Airborn Financial Solutions
- Ajm Financial
- Boyce Wealth Management
- Defreece Financial Solutions
- Ducharme Wealth Management
- Harvest Well Financial
- Lumarra Advisors
- Lumarra Capital
- Skyline Financial Partners
- TDC Financial
- The Wealth Akademy Financial LLC
Contact and registration details
- Legal name
- Encompass More Asset Management LLC
- Headquarters
- 390 Diablo RD, Suite 100, Danville, CA 94526
- Website
- encompassmore.com
- Phone
- 925-272-8850
- @encompassmore
- SEC file
- 801-126102
- Structure
- Nevada LLC
- Fiscal year end
- December
Encompass More Asset Management’s named custodians for separately managed accounts include Charles Schwab ($929M, 94%), Fidelity ($48M, 5%) and Ipx Retirement ($5.7M, 1%). Encompass More Asset Management has custody of $2.64M for 10 clients.
The filed custodian amounts total more than regulatory assets under management. Each amount is shown as filed.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $929M94%
- FidelityFidelity Tax Exempt Markets · Covington, KY · $48M5%
- Ipx RetirementIpx Retirement · Centennial, CO · $5.7M1%
- Axos Advisor ServicesAxos Advisor Services · Centennial, CO · $2.43M0%
At year end, Encompass More Asset Management’s separately managed accounts were mostly in funds (71%) and cash (13%). Its reported 13F holdings for the quarter ended 30 June 2026 total $687M across 283 positions; the largest are Wisdomtree TR (10.8%), SPDR Series Trust (6.6%) and Invesco Qqq TR (5.0%).
What the accounts hold
- Stocks12%
- Funds71%
- Bonds3%
- Cash13%
- Other1%
- Derivatives1%
How many clients does Encompass More Asset Management have?
Encompass More Asset Management has 4,008 clients and manages $985 million for them, as of June 2026. They include 3,748 individual clients and 260 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 15 June 2026
What services does Encompass More Asset Management offer?
Encompass More Asset Management provides financial planning, portfolio management for individuals and small businesses, and portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Encompass More Asset Management charge?
Encompass More Asset Management charges up to 2.00% for its Portfolio Management Services. The brochure does not state whether the rate is annual.
Source: ENCOMPASS MORE ASSET MANAGEMENT LLC ADV BROCHURE, filed 21 March 2026
Which custodians does Encompass More Asset Management use?
Encompass More Asset Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $929M, Fidelity Tax Exempt Markets (Covington, KY), with $48M, Ipx Retirement (Centennial, CO), with $5.7M and Axos Advisor Services (Centennial, CO), with $2.43M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 15 June 2026
How many financial advisors does Encompass More Asset Management have?
Encompass More Asset Management has 85 investment adviser representatives registered with state securities authorities, out of 108 employees, and 85 perform investment advisory functions. 16 employees are registered representatives of a broker-dealer and 85 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Encompass More Asset Management invest in?
At the end of its last fiscal year, Encompass More Asset Management’s separately managed accounts held 71% registered funds (mutual funds, ETFs, BDCs), 13% cash and equivalents, 12% exchange-traded equities, 3% investment grade corporate bonds and 1% derivatives. It advises 2 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Encompass More Asset Management?
Encompass More Asset Management is owned through a chain of holding companies by Brock McKinley. Its direct owner is Encompass More Group Inc (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 15 June 2026
How does Encompass More Asset Management get paid?
Encompass More Asset Management is paid through a percentage of assets under management, hourly charges, subscription fees and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Encompass More Asset Management?
Encompass More Asset Management’s main office is at 390 Diablo RD, Suite 100, Danville, CA 94526. Its phone number is 925-272-8850. Its website is encompassmore.com.