Best Investors Account Sign in
Inactive

Branden Ducharme

Encompass More Asset Management LLC

Danville, CA

St. George, UT

CRD 7425790

Claim This Profile
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
TX RA APPROVED 2024-09-09
UT RA APPROVED 2024-09-09
  • TX RA
    APPROVED
    Since 2024-09-09
  • UT RA
    APPROVED
    Since 2024-09-09

Branch Locations

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

50 E 100 S Suite 300, St. George, UT 84770 • 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
Global View Capital Management, Llc Waukesha WI 08/2021 07/2023
Global View Capital Insurance Services, Llc Waukesha WI 08/2021 07/2023
Kuker-Ranken Las Vegas NV 06/2019 11/2021
Global View Capital Advisors, Llc Waukesha WI 08/2021 07/2023
Ducharme Reality Solutions, L.L.C. St. George UT 09/2020 Present
Scf Investment Advisors, Inc. San Diego CA 07/2023 10/2024
Encompass More Asset Management Llc Danville CA 09/2024 Present
United States Department Of Defense Joint Base Lewis-Mcchord WA 01/2017 09/2019
T-Mobile Orem UT 05/2013 01/2017
  • 08/2021 → 07/2023
    Waukesha, WI
  • 08/2021 → 07/2023
    Global View Capital Insurance Services, Llc
    Waukesha, WI
  • 06/2019 → 11/2021
    Kuker-Ranken
    Las Vegas, NV
  • 08/2021 → 07/2023
    Global View Capital Advisors, Llc
    Waukesha, WI
  • 09/2020 → Present
    Ducharme Reality Solutions, L.L.C.
    St. George, UT
  • 07/2023 → 10/2024
    Scf Investment Advisors, Inc.
    San Diego, CA
  • 09/2024 → Present
    Danville, CA
  • 01/2017 → 09/2019
    United States Department Of Defense
    Joint Base Lewis-Mcchord, WA
  • 05/2013 → 01/2017
    T-Mobile
    Orem, UT
Previous Registrations
  • 2023-07-17 → 2024-10-17
    Scf Investment Advisors, Inc.
    St George, UT
    St George, UT
    San Diego, CA
  • 2021-08-13 → 2023-07-18
    Waukesha, WI
    Washington, UT
    St. George, UT
    St. George, UT
    St. George, UT
Other Businesses

(1) DuCharme Reality Solutions - Personal and business consulting/ management. Not investment related. 08/2020 - present. 5 Hours/week. 2 hours of which are during trading hours. (2) Licensed Independent Insurance Agent (3) Branden DuCharme - Real Estate Agent. 08/2020-Present. Present. 5 Hours/week. 2 hours of which are during trading hours. Not investment related.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-07-24
  • S65 Uniform Investment Adviser Law Examination
    2021-07-24
Other Names
  • Branden J. Du Charme
  • Branden Du Charme
  • Brandon Joseph Du Charme
  • Branden Joseph Du Charme

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Danville, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor