Robert V Du charme
Investment adviser representative at Encompass More Asset Management LLC
25 yearsExperience
2 statesRegistered 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
25 years in the industry.
- Encompass More Asset Management LLCSep 2024 to now
- Du Charme Financial & Business Solutions, LLCMar 2015 to now
- Du Charme Financial SolutionsJun 2001 to now
- Scf Investment Advisors, Inc.Jul 2023 to Oct 2024
- Global View Capital Management, LLCJan 2014 to Jul 2023
- Purshe Kaplan Sterling InvestmentsJan 2014 to Nov 2018
- Global View Capital Advisors, LLCJun 2013 to Jul 2023
- Global View Capital Insurance Services, LLCNov 2010 to Jul 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
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
- 4418715
- Firm CRD
- 322382