Steven Parker Durdin
Investment adviser representative at Encompass More Asset Management LLC
14 yearsExperience
1 stateRegistered in
$984.9MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Encompass More Asset Management LLCJan 2026 to now
- Global View Capital ManagementJul 2025 to Jan 2026
- Global View Capital AdvisorsJun 2025 to Jan 2026
- Global View Capital Insurance Services, LLCJun 2025 to Jan 2026
- Lincoln InvestmentJan 2022 to Sep 2025
- Impact Strategy Partners - Lincoln InvestmentFeb 2020 to Jan 2022
- Holman EnterprisesDec 2012 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Encompass More Asset Management LLC
$984.9MAssets managed
4,008Clients
85Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4354806
- Firm CRD
- 322382