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Branden D
Series 65
St. George, UT
Encompass More Asset Management LLC
Branden Du Charme is a financial advisor at Encompass More Asset Management LLC with four years of industry experience. He holds a Series 65 credential and has worked previously at SCF Investment Advisors, Global View Capital Management, and Kuker-Ranken. Outside of advisory work, he is involved in personal and business consulting through DuCharme Reality Solutions and maintains licenses as an independent insurance agent and real estate agent. 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 specialized retirement account management and a focus on individual investors rather than corporate or charitable clients.
Arrow C
Series 65
St. George, UT
Encompass More Asset Management LLC
Arrow Corpus is a Series 65 licensed financial advisor with three years of industry experience. He is currently with Encompass More Asset Management LLC and has previously worked at SCF Investment Advisors, Global View Capital Management, Wealth 435, and Utah Tech University. Outside of advisory work, he is an independent contractor providing accounting and tax preparation services. Encompass More Asset Management LLC serves individual and high-net-worth clients by offering discretionary portfolio management, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, managing approximately $582 million for around 4,000 clients.
Carisa B
Series 63, Series 65
St. George, UT
Encompass More Asset Management LLC
Carisa Bertrand is a financial advisor at Encompass More Asset Management LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including New Millennium Group and Wells Fargo. She is also a licensed independent insurance agent. Encompass More Asset Management LLC 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 that incorporates quantitative, qualitative, and fundamental analysis, and focuses exclusively on individual investors rather than corporate or charitable clients.
Michael D
Series 63, Series 65
St. George, UT
Encompass More Asset Management LLC
Michael Du Charme is a financial advisor at Encompass More Asset Management LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SCF Investment Advisors, INC. and multiple Global View Capital entities. Outside of his advisory role, he serves on the board of directors for the Eagle Mountain Chamber of Commerce. Encompass More Asset Management LLC primarily serves individual and high-net-worth clients, offering discretionary portfolio management through a combination of proprietary and third-party models, financial planning, and access to private placements. The firm employs a model-based investment approach that integrates quantitative, qualitative, and fundamental analysis, and manages approximately $582 million for around 4,000 clients.
Marcus C
Series 65
St. George, UT
Encompass More Asset Management LLC
Marcus Corvino is a Series 65-licensed advisor with Encompass More Asset Management LLC in St. George, Utah, with one year of industry experience. Prior to joining Encompass More, he worked at Bespoke Training Services, LLC, Aptiv, and Uber Advanced Technology Group. Outside of his financial advisory role, he owns and operates Warrior Meets Scholar Martialist Training, a martial arts school in St. George. 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 combining proprietary and third-party sub-advisers across multiple asset classes and offers access to private placements and digital-asset-related exposures.
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