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Micah Phillip Comer

Encompass More Asset Management LLC

Rocklin, CA

Danville, CA

CRD 7411078

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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:

Current Employers
Encompass More Asset Management Llc

390 Diablo Rd Suite 100, Danville, CA 94526 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-09-01
  • CA RA
    APPROVED
    Since 2022-09-01

Branch Locations

Rocklin, CA • United States

390 Diablo Rd Suite 100, Danville, CA 94526 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Verity Asset Management Durham NC 07/2021 12/2022
Appreciation Financial, Llc Las Vegas NV 08/2015 Present
Encompass More Asset Management Llc Danville CA 08/2022 Present
Verity Asset Management Durham NC 07/2021 12/2022
Previous Registrations
Other Businesses

1) Appreciation Financial; Investment related; 2485 Village View Dr #190, Henderson, NV 89074; Insurance agency; Sales Agent; Start-05/2015, 10 hours per week during securities trading hours. 2) Podsco Corporation; Investment-related; 2929 Cameron Drive, Rocklin, CA; S Corp; President & CEO; Officer; 08/2015; 1 hour per month; 1 during market hours; No duties 3) ERC Specialists. Help small businesses receive IRS credit for retaining employees, my position is sales agent. 125 E. Main #401, American Fork, UT 84003. Start date was March 2022. 10 hours per week with ERC. 4) Linqqs LLC; investment related;2485 Village View Drive, Suite190, Henderson, NV 89074; Business Concierge; conduct meetings with business owners, assess their needs to refer them to various service providers that may add value to their business; Start 11/2022; 40 hours per month; 40 hours per month during market hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-05-19
  • S65 Uniform Investment Adviser Law Examination
    2021-05-19

View on SEC IAPD

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