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Encompass More Asset Management LLC

Encompass More Asset Management LLC. CRD 322382

E

CRD: 322382

Encompass More Asset Management LLC

Danville, CA, 94526
9252728850
www.encompassmore.com
$984.9M Total AUM
$984.9M Disc. AUM
-- 3Y CAGR
108 Employees
4,036 ADV. Clients
3 yrs Firm Age

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Firm Details

Custodian
Axos · Charles Schwab & Company · Fidelity/NFS
Clients
Retail
Platforms
MatrixHorizon element +more
Established Date
07-14-2022
Office Locations
57

Office Locations

16220 N Scottsdale Road, Suite 317 Scottsdale AZ
16845 E AVE OF THE Fountains Suite 106 Fountain Hills AZ
1846 N Loop 1604 W Suite 243 SAN Antonio TX

About Encompass More Asset Management LLC

Encompass More Asset Management is a Danville, CA advisory firm focused on helping Americans build and implement retirement strategies. The team provides asset management and financial planning, including portfolio construction, retirement plan guidance, and coordinated tax, estate, and insurance planning. Portfolios are built primarily with public funds and ETFs, and the firm supports custody at Schwab and Fidelity.

Team overview

46 AVG AGE
$11.6M AVG AUM / ADVISOR
$244.0K AVG AUM / CLIENT
2 yrs AVG TENURE
108 Employees
85 Advisory Reps
85 RIA Reps
3yrs Firm Age

Insights

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Accredited Investors

Radial

Asset Classes

Timber Bridge Catalyst Optima Capital zenith Glacier delta Crest Unison North

Client Personas

Quantum delta

Custodian

Meridian north

Investment Vehicles

Horizon Signal prime

Platform

Beacon momentum Foundation

Services

Vertex timber Frontier Value eagle Wave foundation Wave radial Pathway Meridian frontier Vector

Technology

Signal Ember timber Zenith

Owner & Executives

C

CHRISTOPHER MICHAEL CHATTO

Chairman, Chief Compliance Officer, President

CRD
#6525630
Ownership
Less than 5%
(866) 722-7165
vector.pioneer@matrixcapital.com
in linkedin.com/in/vertex-catalyst
B

BROCK MICHAEL MCKINLEY

Chairman, Investment Advisor

CRD
#6753438
Ownership
Less than 5%
(568) 623-1165
unison.focus@alphacapital.com
in linkedin.com/in/bridge-north

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Contacts

Nathan Mark Allred

Nathan Mark Allred

President

CRD
#7508659
(975) 204-9350
oak.wave@optimacapital.com
in linkedin.com/in/glacier-pioneer
S

Scott Ledford Bacon

Field Vice President

CRD
#6613680
(821) 899-9108
horizon.focus@alphacapital.com
in linkedin.com/in/horizon-frontier
Q

Quantum frontier

Alpha signal

CRD
#22330
(837) 212-4426
beacon.optima@peakcapital.com
in linkedin.com/in/radial-beacon

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-07-2023
10-24-2024
10-03-2025
05-06-2026
Category Assets AVG. Account size
Discretionary $984,886,079 $117,795
Non-Discretionary $0 --
Total $984,886,079 $117,795

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Separately Managed Accounts

Total SMA Asset: $984,886,079

$984.9M Total SMA
Public Funds:
21.6%
Cash:
25.9%
Equity - Exchange:
8.4%
Corporate - Investment Grade:
17.7%
Derivatives:
26.4%
Asset class Assets Assets %
Public Funds $713,937,332 21.6%
Cash $856,063,745 25.9%
Equity - Exchange $277,642,296 8.4%
Corporate - Investment Grade $585,031,980 17.7%
Derivatives $872,590,072 26.4%
Total $3,305,265,425 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
CAPITAL UNISON DELTA MOMENTUM YZWJGT79A LWCPI 10.47% $65,394,529
WAVE FOUNDATION MATRIX CAPITAL QRLZRXSD9 OCWUB 3.16% $100,987,458
TIMBER ELEMENT CATALYST EMBER 6ZXZL6ASI QCKAN 9.89% $13,527,758
GLACIER ATLAS CAPITAL VERTEX INSIGHT 6ZW3N6HQS THS 10.02% $106,324,203
CREST SUMMIT ELEMENT UNISON EQRHJJ31Z UHTN 4.75% $66,754,603
PEAK CAPITAL MERIDIAN BRIDGE 1F8MERBO1 XKCET 6.24% $114,494,765
TIMBER RIDGE WAVE EMBER LAYDPKE0T BTGS 8.01% $70,035,242
GLACIER OAK VALUE PATHWAY PS4K2NL89 XYYE 10.19% $10,455,815

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