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Anima N

CFP®

Winslow, ME

Encompass More Asset Management LLC

Anima Nikonthet is a CFP® professional with two years of experience at Encompass More Asset Management LLC. She has worked at PricewaterhouseCooper LLC since 2015 and operates Anima CPA, where she provides tax services as a director. She is also an owner and manager of several restaurants, including Asian Cafe, Asian Noodle Bowl, and Splash of Thai. Encompass More Asset Management LLC offers discretionary portfolio management, financial planning, and retirement model services primarily to individual and high-net-worth clients. The firm employs model-based strategies that include a variety of investment options and manages approximately $985 million across about 85 advisers.

Private / alternative investments
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Cuong V

Series 65

Duluth, GA

Encompass More Asset Management LLC

Cuong Vu is a financial advisor at Encompass More Asset Management LLC with a Series 65 credential and zero years of industry experience. He previously worked at USAA and KPMG and currently serves as CEO of Diamond Care Management LLC, a home healthcare business. Vu is also an insurance agent for Medicare and ACA products through AgencyFI Consortium. Encompass More Asset Management LLC primarily serves individual and high-net-worth clients, offering discretionary portfolio management using proprietary and third-party models, financial planning, and access to private placements. The firm employs a model-based investment approach that includes quantitative, qualitative, and fundamental analysis.

Private / alternative investments
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James J

Series 65

Clermont, FL

Encompass More Asset Management LLC

James Johnson is a financial advisor at Encompass More Asset Management LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked at Verity Asset Management, Inc. In addition to his advisory role, he serves as president and CEO of TCI Financial, Inc., an insurance sales firm, and is involved in insurance agencies through Appreciation Financial LLC and Oaceus Insurance Services. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm uses model-based strategies incorporating proprietary and third-party sub-advisers, offering a range of investment options including equities, fixed income, and digital assets.

Private / alternative investments
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Marcus C

Series 65

St. George, UT

Encompass More Asset Management LLC

Marcus Corvino is a financial advisor at Encompass More Asset Management LLC with a Series 65 credential and one year of industry experience. Prior to his current role, he worked in technology and training services, including five years at Bespoke Training Services, LLC. Outside of finance, he owns and operates a martial arts school, Warrior Meets Scholar Martialist Training, in St. George, Utah. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm employs a model-based investment approach utilizing proprietary and third-party sub-advisers and offers access to traditional and alternative investment options, including private placements and digital assets.

Private / alternative investments
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Benjamin J

Series 65

Columbus, OH

Encompass More Asset Management LLC

Benjamin Jerome is a financial advisor with Encompass More Asset Management LLC in Columbus, OH, holding a Series 65 designation and seven years of industry experience. He has worked at Encompass More since 2022 and previously at Verity Asset Management from 2019 to 2022, while also maintaining a role with Appreciation Financial since 2015. Outside of his advisory work, he is a managing partner in two financial services firms, Jerome, Hacker & Becker LLC and Hacker & Jerome LLC, which provide passive management support related to his employment with Appreciation Financial. Encompass More Asset Management primarily serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, with a focus on individuals and HNW investors rather than corporate or charitable clients.

Private / alternative investments
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Brock M

Series 65

Henderson, NV

Encompass More Asset Management LLC

Brock Mckinley is a financial advisor at Encompass More Asset Management LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Verity Asset Management and Teacher's Pension & Insurance Services. Outside of advisory work, he is President and CEO of PERA Administrators, a third-party administrator for non-ERISA retirement plans. Encompass More Asset Management primarily serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party models, financial planning, and access to private placements. The firm uses a model-based investment approach combining quantitative, qualitative, and fundamental analysis, with a focus on individuals rather than corporate or charitable clients.

Private / alternative investments
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