Steven Jack Hefter
Investment adviser representative at Encompass More Asset Management LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$984.9MFirm assets
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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
12 years in the industry.
- Encompass More Asset Management LLCAug 2022 to now
- Appreciation FinancialMar 2017 to now
- Verity Asset ManagementAug 2019 to Dec 2022
- State Street BankMar 2014 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
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
- 6333313
- Firm CRD
- 322382