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ENCOMPASS MORE ASSET MANAGEMENT LLC
CRD 322382File 801-126102
APPROVED
Retail clients
Custody
Filing as of Jun 15, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$984.9M
Above cohort median (national)
Discretionary AUM
$984.9M
Clients
4,008
8,361 accounts
Employees
108
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jul 14, 2022
- Principal office
- 390 DIABLO RD, SUITE 100, DANVILLE, CA, 94526
- Phone
- 925-272-8850
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $984.9M
- Discretionary AUM
- $984.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 8,361
- Non-discretionary accounts
- 0
- Total accounts
- 8,361
- AUM per client
- $246K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 260 | $469.6M |
| Individuals (other than high net worth individuals) | 3,748 | $515.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Subscription fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.