Encompass More Asset Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Danville, CA. Its latest Form ADV filing, dated April 20, 2026, reports $985M in regulatory assets under management, 108 employees, 15 offices, and 8,361 accounts.
Assets Under Management
$985M
Employees
108
Offices
15 offices
Total Clients
4,008
Primary office
DANVILLE, CA
390 DIABLO RD, SUITE 100, DANVILLE, CA, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 93.5% of total clients.
Top client categories% of clientsClients
1
Individuals
93.5%
3,748
2
HNWI
6.5%
260
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$985Mas of April 20, 2026
Discretionary100.0%
$985M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$985M
Total Accounts8,361
10Y AUM Change+$985M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees108
Clients per Employee37:1
10Y Employee Change+80 (+285.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.