Firm profile

PCM ENCORE, LLC

ASPEN, COCRD 333127Latest ADV March 23, 2026

Pcm Encore, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Aspen, CO. Its latest Form ADV filing, dated March 23, 2026, reports $1.7B in regulatory assets under management, 14 employees, 7 offices, and 489 accounts.

Assets Under Management
$1.7B
Employees
14
Offices
7 offices
Total Clients
128
Primary office
ASPEN, CO
520 E COOPER AVE., STE. 7C, ASPEN, CO, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOMichael J. Paulus
CCOSamuel N. Rice

Advisory services offered

4 types reported
Financial Planning Services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentHNWI represent 51.6% of total clients.
Top client categories% of clientsClients
1
HNWI
51.6%
66
2
Individuals
47.7%
61
3
Corporations
0.8%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.7Bas of March 23, 2026
Discretionary100.0%
$1.7B
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$1.7B
Total Accounts489
10Y AUM Change+$1.7B

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees14
Clients per Employee9:1
10Y Employee Change+11 (+366.7%)

* 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.