St. George, UT Office

Team
Updated today
Encompass More Asset Management LLC logo

Encompass More Asset Management LLC

Multi-team

Firm-wide stats for Encompass More Asset Management LLC

Total advisors

86

Across 56 offices

Clients per advisor

47 Low

Avg AUM per client

$245,730 Very Low

HNW client ratio

6% Low

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

Expertise

Private / alternative investments

Based on Encompass More Asset Management LLC

Location

50 E 100 S, Suite 300

St. George UT 84770

Advisors at this office

5

Advisors at this office

user avatar

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.

Private / alternative investments
user avatar

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.

Private / alternative investments
user avatar

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.

Private / alternative investments
user avatar

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.

Private / alternative investments
user avatar

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.

Private / alternative investments
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