$1.9B Total AUM
$1.9B Disc. AUM
-- 3Y CAGR
16 Employees
167 ADV. Clients
1 yrs Firm Age
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- Custodian
- Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- ElementCatalyst +more
- Established Date
- 10-03-2024
- Office Locations
- 9
Office Locations
10900 NE 4TH St. Ste. 2406 Bellevue WA
121 S. Tejon St. Suite 700 Colorado Springs CO
520 E Cooper Ave. Ste. 7C Aspen CO
About PCM Encore, LLC
PCM Encore is an independent, employee-owned SEC-registered RIA providing family office and private wealth management. The firm delivers holistic planning and investment management—tax, retirement, estate/legacy and trust support—paired with tailored asset allocation and portfolio construction. Originating from CEO Michael Paulus’s family office, it brings an open-architecture approach and seeks uncommon opportunities across asset classes for families and entrepreneurs.
Team overview
29 AVG AGE
$242.9M AVG AUM / ADVISOR
$11.6M AVG AUM / CLIENT
1 yrs AVG TENURE
16 Employees
8 Advisory Reps
8 RIA Reps
1yrs Firm Age
Insights
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Accredited Investors
Value beacon Capital
Asset Classes
Radial element Vital Unison Unison Ridge Vertex Frontier element Delta
Client Personas
North
CRM
North vertex
Custodian
Capital Matrix delta Prime capital Momentum legacy Eagle vertex Harbor horizon Insight Signal vital
Investment Themes
Prime Insight Glacier Zenith Summit Timber focus
Investment Vehicles
Focus meridian Vector Optima timber
Platform
Momentum Foundation momentum Atlas ember
Services
Capital Glacier capital Foundation Bridge Focus insight Momentum Foundation Wave Optima quantum Radial fusion Oak glacier Peak harbor
Technology
Matrix Oak Bridge Ember unison
Owner & Executives
Michael James Paulus
Chief Executive Officer, Managing Member
- CRD
- #7979333
- Ownership
- 50% but less than 75%
(763) 707-8472
meridian.peak@valuecapital.com
in linkedin.com/in/oak-value
Samuel Levi Rice
Chief Compliance Officer
- CRD
- #7979729
- Ownership
- Less than 5%
(605) 770-3217
bridge.vertex@focuscapital.com
in linkedin.com/in/vital-unison
Showing 2 of 2 owners & executives
Unlock allContacts
KYLE MATTHEW BOUCHER
Private Wealth Advisor
- CRD
- #6780866
(509) 378-4827
timber.oak@deltacapital.com
in linkedin.com/in/vector-frontier
Kate Brunori
Vice President
- CRD
- #6783545
(461) 969-2840
vital.value@quantumcapital.com
in linkedin.com/in/radial-beacon
M
Matrix glacier
Eagle harbor
- CRD
- #62834
(608) 261-2921
unison.vector@focuscapital.com
in linkedin.com/in/crest-crest
Showing 2 of 10 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,943,437,643 | $3,089,726 |
| Non-Discretionary | $0 | -- |
| Total | $1,943,437,643 | $3,089,726 |
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Separately Managed Accounts
Total SMA Asset: $1,943,437,643
Equity - Exchange:
9.7% Public Funds:
8.6% Other:
14.5% Equity - OTC:
6.8% Cash:
15.6% Private Funds:
21.3% Corporate - Investment Grade:
7.4% Other:
16.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $484,818,716 | 9.7% |
| Public Funds | $429,839,274 | 8.6% |
| Other | $724,729,009 | 14.5% |
| Equity - OTC | $339,872,914 | 6.8% |
| Cash | $779,708,451 | 15.6% |
| Private Funds | $1,064,601,923 | 21.3% |
| Corporate - Investment Grade | $369,861,701 | 7.4% |
| Other | $804,699,107 | 16.1% |
| Total | $4,998,131,095 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| GLACIER DELTA DELTA | PATHWAY OAK | HXJ5SCOP5 | PAXDB | 7.98% | $26,797,768 |
| PEAK BRIDGE | NORTH FOCUS | O97HQ4JDT | VDSHC | 7.13% | $52,100,096 |
| FOUNDATION SIGNAL CREST | HARBOR EAGLE | XC9MXP941 | LGEMU | 9.62% | $79,481,322 |
| PATHWAY RADIAL | FUSION SIGNAL | 58BGDGDEE | XIO | 6.61% | $107,903,322 |
| FOUNDATION UNISON INSIGHT | ELEMENT VERTEX | KA37JKJZM | ZJWL | 5.37% | $88,717,293 |
| INSIGHT INSIGHT | RIDGE NORTH | XPJO184CD | ETTXB | 8.47% | $71,608,332 |
| FRONTIER CATALYST | RADIAL PIONEER | LZS3TDFDO | GDTHZ | 5.80% | $104,172,647 |
| VITAL MATRIX | LEGACY SIGNAL | QZSPF48NI | UVILE | 8.48% | $87,182,252 |