Scott Ledford Bacon

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

• 10/2016 → Present
  Appreciation Financial
  Henderson, NV
• 08/2015 → 11/2016
  Orba Insurance And Financial Services
  Gold River, CA
• 09/2013 → 03/2017
  Capital Pacific Group
  Folsom, CA
• 08/2022 → Present
  Encompass More Asset Management Llc
  Danville, CA
• 09/2021 → 12/2022
  Verity Asset Management
  Durham, NC

Previous Registrations

• 2021-09-02 → 2022-11-30
  Verity Asset Management
  Gold River, CA
  Durham, NC

Other Businesses

Appreciation Financial and Insurance Services, LLC; Not investment-related; Gold River, CA; Insurance; Contractor; Independent Agent; 11/2016; 160 hours per month; 160 during market hours; Solicit clients for insurance products.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-07-19