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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
TX RA APPROVED_RES 2026-06-09
FL RA APPROVED 2024-04-02
  • TX RA
    APPROVED_RES
    Since 2026-06-09
  • FL RA
    APPROVED
    Since 2024-04-02

Branch Locations

Orange Park, FL • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
P4:19 Insurance & Retirement Strategies, Llc Jacksonville FL 11/2013 Present
Encompass More Asset Management Llc Danville FL 03/2024 Present
Other Businesses

Licensed Insurance Agent. Principle Agent / Owner of P419 Financial Group, LLC, a licensed insurance agency.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-26
  • S65 Uniform Investment Adviser Law Examination
    2024-03-26
Other Names
  • Shelton King
  • Shelton King
  • Shelton King Jr.
  • Shelton King

View on SEC IAPD

More in Orange Park, FL

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