Gregory William Halvorson

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

• 01/2026 → 08/2026
  Sun Valley Advisory, Llc
  Scottsdale, AZ
• 08/2024 → 08/2026
  Guaranteed Rate
  Scottsdale, AZ
• 03/2011 → 08/2024
  Us Bank, N.A.
  Scottsdale, AZ
• 01/2026 → Present
  Tricap Financial Llc
  Scottsdale, AZ
• 08/2026 → Present
  Barrett Financial Llc
  Scottsdale, AZ
• 08/2026 → Present
  Encompass More Asset Management Llc
  Danville, CA

Previous Registrations

• 2026-01-26 → 2026-08-05
  Sun Valley Advisory
  Scottsdale, AZ

Other Businesses

1) Barrett Financial LLC; not investment-related; Scottsdale, AZ; Independent Contractor/Mortgage loan officer; August 2026; 60 hours a month spent on this business during securities trading hours. 2) Tricap Financial LLC; not investment-related; Scottsdale, AZ; Independent Contractor; Start-01/2026; Title: President; 10 hours per month; 0 hours during securities trading hours. 3) Insurance, Investment-related, Scottsdale, AZ. Insurance Agent, Start date: 01/2026; 80 hours per month; 40 hours per month during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-01-09