Encompass More Asset Management
Encompass More Asset Management LLC is a registered investment adviser headquartered in Las Vegas, Nevada. Founded to help Americans of all backgrounds achieve successful retirement outcomes, the firm provides portfolio management, financial planning, and brokerage services for retail clients and employer retirement plans. As of July 2025, it manages over $580 million in assets and employs approximately 92 people, primarily financial professionals and investment advisers. The firm is focused on transparency, communication, and providing accessible investment solutions for individuals and institutions.
Investment Strategy
Encompass More Asset Management offers discretionary portfolio management, selecting investments such as equities, corporate and municipal debt, mutual funds, government securities, money market funds, REITs, and ETFs. The firm provides personalized investment strategies, monitors client accounts quarterly, and avoids illiquid or hard-to-value assets for retail portfolios. Its philosophy emphasizes accessible solutions for long-term retirement security, with ongoing financial planning included with managed accounts. The firm supports clients ranging from individuals to employer retirement plans, aiming to build trust and confidence through transparency and tailored advice.
Top Holdings
Equity Positions (222)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
U USFR | WISDOMTREE TR | 8.48% | $44.3M | 881,250 | $50.27 | $50.27 | +$21.0M |
I IBIT | ISHARES BITCOIN TRUST ETF | 4.85% | $25.3M | 389,458 | $47.93 | $65.00 | +$1.2M |
S SPY | SPDR S&P 500 ETF TR | 4.45% | $23.3M | 34,914 | $601.52 | $666.18 | -$1.8M |
B BUYW | NORTHERN LTS FD TR IV | 4.29% | $22.4M | 1,577,000 | $13.62 | $14.21 | +$2.0M |
Q QQQ | INVESCO QQQ TR | 3.66% | $19.1M | 31,836 | $549.74 | $600.37 | -$1.4M |
Options Positions (3)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | New | Call | $2.2M | 33 | $666.18 | $666.18 | +33 | +$2.2M |
C COIN | COINBASE GLOBAL INC | New | Call | $506.2K | 15 | $337.49 | $337.49 | +15 | +$506.2K |
I IBIT | ISHARES BITCOIN TRUST ETF | New | Call | $19.5K | 3 | $65.00 | $65.00 | +3 | +$19.5K |