Steven Parker Durdin

Employer firm

Encompass More Asset Management LLC CRD 322382

$985M regulatory AUM 28 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2025 → 09/2025
  Lincoln Investment
  Fort Washington, PA
• 01/2022 → 09/2025
  Lincoln Investment
  Fort Washington, PA
• 06/2025 → 01/2026
  Global View Capital Advisors
  Waukesha, WI
• 07/2025 → 01/2026
  Global View Capital Management
  Waukesha, WI
• 06/2025 → 01/2026
  Global View Capital Insurance Services, Llc
  Waukesha, WI
• 12/2012 → 12/2019
  Holman Enterprises
  Mt. Laurel, NJ
• 02/2020 → 01/2022
  Impact Strategy Partners - Lincoln Investment
  Tabernacle, NJ
• 01/2026 → Present
  Encompass More Asset Management Llc
  Danville, CA

Previous Registrations

• 2025-07-03 → 2026-01-14
  Global View Capital Management Llc
  Waukesha, WI
  Tabernacle, NJ
• 2025-05-12 → 2025-09-25
  Lincoln Investment
  Fort Washington, PA

Other Businesses

(1) Licensed Insurance Agent. [2] IMPACT STRATEGY PARTNERS;NOT NVESTMENT RELATED; ADDRESS: 22 FOX HILL DRIVE, TABERNACLE, NJ 08088; NATURE: CONSULTING; POSITION: PRESIDENT; STARTED: 02.19.2020; APPROX. ZERO HRS/MO DURING TRADING HOURS; APPROX. ZERO HRS/MO OUTSIDE TRADING HOURS; RESPONSIBILITIES: CONSULTING COMPANY THAT WAS PREVIOUSLY USED FOR CONSULTING WITH LINCOLN INVESTMENT, THERE IS NO ACTIVITY AND LISTING BECAUSE IT IS STILL IN EXISTENCE BUT NO BUSINESS IS DONE CURRENTLY. [3] WESLEY JORDAN PLANNING PARTNERS, LLC; NOT INVESTMENT RELATED; ADDRESS: 22 FOX HILL DRIVE, TABERNACLE, NJ 08088; NATURE: FLOW-THROUGH ENTITY ; POSITION: MANAGING MEMBER; STARTED: 06.21.2024; APPROX. 5-10 HRS/MO DURING TRADING HOURS; APPROX. 40 HRS/MO OUTSIDE TRADING HOURS; RESPONSIBILITIES: MANAGE FLOW-THROUGH ENTITY USED FOR REVENUE (I.E. COMMISSIONS & FEES) EARNED FROM ENCOMPASS MORE ENTITIES AND AFFILIATES, PLUS CONSULTING AND PLANNING FEES, AS WELL AS FOR BUSINESS EXPENDITURES. [4] WESLEY'S MOBILE DETAILING, LLC; NOT INVESTMENT RELATED; ADDRESS: 3865 BARTON RUN BOULEVARD, MARITON, NJ 08053; NATURE: AUTOMOBILE SERVICES; POSITION: MEMBER OF LLC; STARTED: 08.18.2025; APPROX. ZERO HRS/MO DURING TRADING HOURS; APPROX. 2 HRS/MO OUTSIDE TRADING HOURS; RESPONSIBILITIES: THIS IS MY SON'S AUTO DETAILING BUSINESS. I AM NOT DIRECLTY INVOLVED IN THE BUSINESS OPERATION BUT AM A NON-MANAGING MEMBER OF HIS LLC. I PROVIDE LIMITED BUSINESS CONSULTING AND FINANCIAL ASSISTANCE AS THIS BUSINESS GETS UNDERWAY.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-04-28
• S63 Uniform Securities Agent State Law Examination
  2025-02-24

Other Names

• Steven P Durdin
• Steve Durdin