Pcm Encore, Llc
- Regulatory AUM
- $1.9B
- Discretionary
- $1.9B
- Clients
- 167
- Avg AUM / client
- $11.6M
- Accounts
- 629
- Employees
- 16
AUM over time
Annual snapshots from Form ADV filings · as of Jun 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 67 | $20.3M | 1.04% |
| High net worth individuals | 99 | $1.8B | 90.6% |
| Corporations and other businesses | 1 | $162M | 8.32% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael James Paulus | Managing Member & Chief Executive Officer, Trustee Of Paulus Family Irrevocable Trust | Sep 2024 (2y) | ≈ 18.75% – 50% via Paulus Family Irrevocable Trust | |
| Samuel Levi Rice | Chief Compliance Officer | Sep 2024 (2y) | Less than 5% | |
| John Joseph Gavin Iii | Registered representative | Nov 2024 (2y) | ||
| Jachin Zane Vercher | Registered representative | CFP Chartered Financial Consultant | Jan 2025 (2y) | |
| Alixandria Ann Tucci | Registered representative | CFP | Feb 2025 (1y) | |
| Kyle Matthew Boucher | Registered representative | CFP | Jun 2025 (1y) | |
| Kate Brunori | Registered representative | Feb 2026 (0y) | ||
| Joseph Peter Hendrickson | Registered representative | CFP | Apr 2026 (0y) | |
| Eric Ross Gielow | Registered representative | Jun 2026 (0y) | ||
| Lily Haili Zhang | Registered representative | CFP | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Paulus Family Irrevocable Trust | Owner | Sep 2024 | A | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Michael James Paulus: 75% – 100% of Paulus Family Irrevocable Trust × 25% – 50% direct ≈ 18.75% – 50% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/16/2026 | 1.05 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Morgan Stanley $1.7B (87% 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 16, 2026.
View current Form ADV (SEC/IAPD) ↗