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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
UT RA APPROVED 2024-09-09
  • UT RA
    APPROVED
    Since 2024-09-09

Branch Locations

50 E 100 S Suite 300, St. George, UT 84770 • 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
Global View Capital Management, Llc Waukesha WI 02/2023 07/2023
Global View Capital Advisors, Llc Waukesha WI 01/2023 07/2023
Utah Tech University St. George UT 01/2019 12/2022
Heritage Catering St. George UT 01/2017 12/2019
Dixie State University St. George UT 01/2016 01/2017
Wealth 435 St. George UT 01/2023 07/2024
Scf Investment Advisors, Inc. San Diego CA 07/2023 10/2024
Encompass More Asset Management Llc Danville CA 09/2024 Present
  • 02/2023 → 07/2023
    Waukesha, WI
  • 01/2023 → 07/2023
    Global View Capital Advisors, Llc
    Waukesha, WI
  • 01/2019 → 12/2022
    Utah Tech University
    St. George, UT
  • 01/2017 → 12/2019
    Heritage Catering
    St. George, UT
  • 01/2016 → 01/2017
    Dixie State University
    St. George, UT
  • 01/2023 → 07/2024
    Wealth 435
    St. George, UT
  • 07/2023 → 10/2024
    Scf Investment Advisors, Inc.
    San Diego, CA
  • 09/2024 → Present
    Danville, CA
Previous Registrations
  • 2023-07-17 → 2024-10-17
    Scf Investment Advisors, Inc.
    St. George, UT
    St. George, UT
    San Diego, CA
  • 2023-02-03 → 2023-07-18
    Waukesha, WI
    St. George, UT
Other Businesses

(1) LICENSED INDEPENDENT INSURANCE AGENT [2] PARAMOUNT TAX AND ACCOUNTING INVESTMENT RELATED; 50 E. 100 S. SUITE 300, ST. GEORGE, UT 84770; NATURE: CPA/ACCOUNTING/BOOKKEEPING/TAX PREP; POSITION: INDEPENDENT CONTRACTOR; STARTED: 02/12/2024; APPROX. 40 HRS/MONTH; APPROX. 0 HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: DATA ENTRY FOR TAX RETURNS;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-24
  • S65 Uniform Investment Adviser Law Examination
    2023-01-24
Other Names
  • Arrow J. Corpus
  • Arrow Corpus
  • Arrow Jack Corpus

View on SEC IAPD

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