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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 Oct 1, 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
- Website
- http://www.encompassmore.com
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 92 | 108 | increased by16 |
| Apr 1, 2026 | Clients | 4,042 | 4,008 | decreased by34 |
| Apr 1, 2026 | AUM | $581,910,000 | $984,886,079 | increased by$402,976,079 |
| Apr 1, 2026 | Accounts | 4,025 | 8,361 | increased by4,336 |
| Dec 1, 2025 vs May 1, 2025 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Registration | APPROVED-120 | APPROVED | |
| May 1, 2025 vs Oct 1, 2022 | Employees | 28 | 92 | increased by64 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $0 | $581,910,000 | increased by$581,910,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 0 | 4,025 | increased by4,025 |
| Aug 1, 2022 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ENCOMPASS MORE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ENCOMPASS MORE” may also match similarly-named firms). Confirm identity against each filing.
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.