Encompass More Asset Management Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 322382
· SEC file 801-126102
· Danville, CA
· www.linkedin.com
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ADV data as of Jun 15, 2026
- Regulatory AUM
- $985M
- Discretionary
- $985M
- Clients
- 4,008
- Avg AUM / client
- $246K
- Accounts
- 8,361
- Employees
- 108
AUM over time
$0
$985M
Jun 2022
Jun 2026
Annual snapshots from Form ADV filings · as of Jun 15, 2026
Investments (13F portfolio — 270 positions, $687,340,191)
13F period Jun 30, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Wisdomtree Tr | FLOATNG RAT TREA | $74,181,326 | 1,473,313 | 10.8% | 7.53% |
| 2 | Spdr Series Trust | ST STR BLO 1 ETF | $45,671,549 | 498,380 | 6.64% | 4.64% |
| 3 | Invesco Qqq Tr | UNIT SER 1 | $34,571,571 | 46,946 | 5.03% | 3.51% |
| 4 | Spdr Series Trust | ST STR P500ETF | $22,732,285 | 258,674 | 3.31% | 2.31% |
| 5 | Select Sector Spdr Tr | ST STR TECHN ETF | $21,026,358 | 110,362 | 3.06% | 2.13% |
| 6 | Etfs Gold Tr | PHYSCL GOLD SHS | $18,944,494 | 495,540 | 2.76% | 1.92% |
| 7 | Ultimus Managers Tr | Q3 ALL SEASON | $17,009,611 | 668,467 | 2.47% | 1.73% |
| 8 | Northern Lts Fd Tr Iv | MAIN BUYWRITE | $16,319,848 | 1,129,401 | 2.37% | 1.66% |
| 9 | Ishares Bitcoin Trust Etf | SHS BEN INT | $15,589,108 | 468,282 | 2.27% | 1.58% |
| 10 | State Str Spdr Dow Jones Ind | UT SER 1 | $13,902,506 | 26,613 | 2.02% | 1.41% |
| 11 | Northern Lts Fd Tr Iv | MAIN SECTR ROTN | $12,696,997 | 176,200 | 1.85% | 1.29% |
| 12 | Select Sector Spdr Tr | ST STR DISCR ETF | $12,275,246 | 104,666 | 1.79% | 1.25% |
| 13 | Advisorshares Tr | Q DYNAMIC GROWTH | $11,530,139 | 236,003 | 1.68% | 1.17% |
| 14 | Vanguard Scottsdale Fds | VNG RUS2000IDX | $10,692,367 | 88,061 | 1.56% | 1.09% |
| 15 | Innovator Etfs Trust | GRWT100 PWR BF | $10,689,584 | 181,118 | 1.56% | 1.09% |
| 16 | Bondbloxx Etf Trust | BLOOMBERG SIX MN | $10,237,859 | 203,535 | 1.49% | 1.04% |
| 17 | Simplify Exchange Traded Fun | COMM ST NO K ETF | $9,735,964 | 328,252 | 1.42% | 0.99% |
| 18 | Tesla Inc | COM | $9,598,114 | 22,820 | 1.4% | 0.97% |
| 19 | Simplify Exchange Traded Fun | SHORT TERM TREA | $8,707,058 | 426,294 | 1.27% | 0.88% |
| 20 | Cambria Etf Tr | CAMBRIA FGN SHR | $8,370,681 | 229,396 | 1.22% | 0.85% |
| 21 | Ishares Silver Tr | ISHARES | $7,701,017 | 144,025 | 1.12% | 0.78% |
| 22 | Apple Inc | COM | $6,963,315 | 24,064 | 1.01% | 0.71% |
| 23 | Wisdomtree Tr | EM EX ST-OWNED | $6,860,621 | 139,500 | 1.0% | 0.7% |
| 24 | Spdr Gold Tr | GOLD SHS | $6,724,409 | 18,254 | 0.98% | 0.68% |
| 25 | Invesco Exch Traded Fd Tr Ii | NASDAQ 100 ETF | $6,516,997 | 21,510 | 0.95% | 0.66% |
Top 25 of 270 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 3,748 | $515M | 52.3% |
| High net worth individuals | 260 | $470M | 47.7% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Intermountain Health 401(k) Plan Intermountain Health Care, Inc. | 2024 |
People (82)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brock Michael Mckinley | Chairman | Jan 2019 (8y) | ≈ 42.19% – 100% via Brock Mckinley Llc | |
| Christopher Michael Chatto | President And Chief Compliance Officer | May 2022 (4y) | Less than 5% | |
| Dennis Jay Burd | Registered representative | Aug 2022 (4y) | ||
| Dominic Raymond Defreece | Registered representative | Aug 2022 (4y) | ||
| Erik Ong | Registered representative | Aug 2022 (4y) | ||
| Steven Jack Hefter | Registered representative | CFP | Aug 2022 (4y) | |
| Gerardo Garcia | Registered representative | Sep 2022 (4y) | ||
| Joseph Anthony Barbour | Registered representative | Sep 2022 (4y) | ||
| Micah Phillip Comer | Registered representative | Sep 2022 (4y) | ||
| Benjamin Andrew Jerome | Registered representative | Sep 2022 (4y) | ||
| Christopher Raymond Reid | Registered representative | Sep 2022 (4y) | ||
| Jonathan David Miller | Registered representative | Sep 2022 (4y) | ||
| Michael Anthony Portincaso | Registered representative | Sep 2022 (4y) | ||
| Scott Ledford Bacon | Registered representative | Sep 2022 (4y) | ||
| Ginger A. Noteboom | Registered representative | Sep 2022 (4y) | ||
| Andrew Lewis | Registered representative | Sep 2022 (4y) | ||
| Todd Jay Cloward | Registered representative | Jan 2023 (4y) | ||
| Alex Mckinley Stevenson | Registered representative | May 2023 (3y) | ||
| Geoffrey Matthew Wistow | Registered representative | May 2023 (3y) | ||
| Timothy Douglas Nelson | Registered representative | May 2023 (3y) | ||
| Adam Jon Moeller | Registered representative | May 2023 (3y) | ||
| Michael Solari | Registered representative | Jun 2023 (3y) | ||
| Lisa Ann Gallo | Registered representative | CFP | Feb 2024 (2y) | |
| Jason Paul Berube | Registered representative | Feb 2024 (2y) | ||
| Naoko Moriya | Registered representative | Mar 2024 (2y) | ||
| Benjamin Joseph Persyn | Registered representative | Mar 2024 (2y) | ||
| Shelton King | Registered representative | Apr 2024 (2y) | ||
| Eric Sean Drudge | Registered representative | Apr 2024 (2y) | ||
| Marla Valencia Isidro | Registered representative | May 2024 (2y) | ||
| Aaron Boyce | Registered representative | May 2024 (2y) | ||
| Kasinee Manee In Meyer | Registered representative | May 2024 (2y) | ||
| Nathan Mark Allred | Registered representative | May 2024 (2y) | ||
| Michael Allen Degan | Registered representative | Jun 2024 (2y) | ||
| Lucy Elizabeth Matsumoto | Registered representative | Jun 2024 (2y) | ||
| Robert Douglas Gray | Registered representative | Jun 2024 (2y) | ||
| Wanchira Disyaboot | Registered representative | Jun 2024 (2y) | ||
| Terry Dee Cox | Registered representative | Jul 2024 (2y) | ||
| Anima Nikonthet | Registered representative | CFP | Sep 2024 (2y) | |
| Arrow Corpus | Registered representative | Sep 2024 (2y) | ||
| Branden Du Charme | Registered representative | Sep 2024 (2y) | ||
| Carisa Bertrand | Registered representative | Sep 2024 (2y) | ||
| David Madey Grzesk | Registered representative | Sep 2024 (2y) | ||
| Eric Jay Becker | Registered representative | Sep 2024 (2y) | ||
| Maxwell Marc Boehm | Registered representative | Sep 2024 (2y) | ||
| Michael Van Den Langenberg Du Charme | Registered representative | Sep 2024 (2y) | ||
| Robert V Du Charme | Registered representative | Sep 2024 (2y) | ||
| Christopher Wacker | Registered representative | Sep 2024 (2y) | ||
| Daniel Thomas Bresson | Registered representative | Sep 2024 (2y) | ||
| Christopher Stewart Andrew Smith | Registered representative | Sep 2024 (2y) | ||
| Jeffrey Hodges | Registered representative | Oct 2024 (2y) | ||
| Ricardo Alejandro Leyva | Registered representative | Nov 2024 (2y) | ||
| Vicki Landry | Registered representative | Nov 2024 (2y) | ||
| James Alexander Sayas | Registered representative | Jan 2025 (2y) | ||
| Joseph Mougette | Registered representative | Jan 2025 (2y) | ||
| Orawicha Suraniwongse | Registered representative | Feb 2025 (1y) | ||
| Trevor Thomas Trebbien | Registered representative | Feb 2025 (1y) | ||
| James Adam Johnson | Registered representative | Mar 2025 (1y) | ||
| Nicholas Jonathan Dixon | Registered representative | Mar 2025 (1y) | ||
| Shawn Thomas Lucas | Registered representative | Mar 2025 (1y) | ||
| Corico Mc Cray | Registered representative | Apr 2025 (1y) | ||
| Christopher Ryan Hamm | Registered representative | Apr 2025 (1y) | ||
| Evan Mc Gavran | Registered representative | Jun 2025 (1y) | ||
| Michael Costa | Registered representative | Jun 2025 (1y) | ||
| Scott Jason Thiel | Registered representative | Jul 2025 (1y) | ||
| Robert Jacobs | Registered representative | Aug 2025 (1y) | ||
| Jay Robert Penney | Registered representative | CFP CFA | Aug 2025 (1y) | |
| Donald Joseph Marino | Registered representative | Sep 2025 (1y) | ||
| Bradley Brien Burr | Registered representative | CFP | Sep 2025 (1y) | |
| Cuong Vu | Registered representative | Oct 2025 (1y) | ||
| Marcus Corvino | Registered representative | Oct 2025 (1y) | ||
| Gregory Tomczak | Registered representative | Dec 2025 (1y) | ||
| Eliot Lehrman | Registered representative | Jan 2026 (1y) | ||
| Geoffrey Edward Grimsdale | Registered representative | Jan 2026 (1y) | ||
| David Andrew Hessel | Registered representative | Jan 2026 (1y) | ||
| Genevieve Brianna Strenski | Registered representative | Jan 2026 (1y) | ||
| Timothy Anton Noordyk | Registered representative | Jan 2026 (1y) | ||
| Steven Parker Durdin | Registered representative | Jan 2026 (1y) | ||
| Philip Benjamin Comer | Registered representative | CFP | Jan 2026 (1y) | |
| Apris Walker | Registered representative | Feb 2026 (0y) | ||
| Christina Elizabeth Lawrence | Registered representative | Mar 2026 (0y) | ||
| Kyle Austin Demyan | Registered representative | Mar 2026 (0y) | ||
| Bradley James Heller | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Encompass More Group Inc | Parent Company | May 2022 | A | 75% or more |
| Brock Mckinley Llc | Owner | Jan 2019 | B | ≈ 56.25% – 100% via Encompass More Group Inc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Brock Michael Mckinley: 75% – 100% of Brock Mckinley Llc × 75% – 100% of Encompass More Group Inc × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Brock Mckinley Llc: 75% – 100% of Encompass More Group Inc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Intermountain Health 401(k) Plan | Intermountain Health Care, Inc. | 69,032 | $6.8B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/15/2026 | 1.6 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Subscription fees
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- Charles Schwab & Co. $929M (94% of AUM) Jun 2026
- Fidelity Tax Exempt Markets $48.0M (5% of AUM) Jun 2026
- Ipx Retirement $5.7M (1% of AUM) Jun 2026
- Axos Clearing $2.4M (0% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 15, 2026.
View current Form ADV (SEC/IAPD) ↗