Scottsdale, AZ Office
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Encompass More Asset Management LLC
Multi-team
Firm-wide stats for Encompass More Asset Management LLC
About
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 manages roughly $985 million through about 85 advisers for approximately 4,000 clients and does not list corporate/business or charitable organizations among its client types.
The firm implements model‑based strategies that combine proprietary models and third‑party sub‑advisers accessed via the Amplify platform, with investment options that include equities, fixed income, mutual funds and ETFs, private placements, and, in some models, bitcoin futures or other digital‑asset related exposures. Encompass More uses quantitative, qualitative and fundamental analysis, operates with discretionary authority to hire or replace sub‑advisers, and offers retirement plan variants that are constrained to the available plan investment menus.
Distinctive features include serving as the investment manager to a private pooled vehicle (Encompass More Currency Alpha Fund LP) and offering accredited‑investor private placement access alongside traditional advisory programs, with side‑by‑side management of fund and advisory accounts. The firm is affiliated with a broker‑dealer and an insurance agency, integrates third‑party technology (Amplify for account services and Wealth for estate‑planning referrals), and maintains policies—such as restricting advisory purchases of mutual fund share classes that pay 12b‑1 fees to affiliates—to address potential conflicts of interest.
Based on Encompass More Asset Management LLC
Location
Scottsdale AZ
Advisors at this office
3
Advisors at this office
Jay P
CFP®, CFA®, Series 63, Series 65
Scottsdale, AZ
Encompass More Asset Management LLC
Jay Penney is a financial advisor at Encompass More Asset Management LLC in Scottsdale, AZ, holding the CFP® and CFA® designations with 43 years of industry experience. His prior roles include positions at M.S. Howells & Co., Ashton Thomas Insurance Agency, Ashton Thomas Private Wealth, LLC, and Peachcap Securities, Inc. He is also the owner of Jay R. Penney, L.L.C., an S-Corporation related to his wealth management practice. 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 model-based strategies integrating proprietary and third-party sub-advisers across a range of investment options, managing approximately $985 million for about 4,000 clients.
Michael F
Series 63, Series 65
Scottsdale, AZ
Encompass More Asset Management LLC
Michael Floyd is a financial advisor at Encompass More Asset Management LLC in Scottsdale, AZ, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Sun Valley Advisory, PWA Partners, and Bayntree Wealth Advisors. Outside of advisory roles, he is managing partner of Prospect Estate Planning and PWA Partners, and works as a retirement counselor at Five Pathways Financial, focusing on insurance and estate planning services. Encompass More Asset Management LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs model-based investment strategies that combine proprietary models with third-party sub-advisers, offering a range of investment options including equities, fixed income, private placements, and digital assets.
Gregory H
Series 65
Scottsdale, AZ
Encompass More Asset Management LLC
Gregory Halvorson is a financial advisor with Encompass More Asset Management LLC in Scottsdale, AZ. He holds a Series 65 credential and has recently started his advisory career in 2026. Prior to joining Encompass More, he spent 13 years at US Bank, N.A., followed by a role as Vice President of Mortgage Lending at Guaranteed Rate. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement model services primarily to individual and high-net-worth clients. The firm uses model-based strategies combining proprietary and third-party sub-advisers, offering a range of investment options including equities, fixed income, and digital-asset related exposures.
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