Alex Mckinley Stevenson
Investment adviser representative at Encompass More Asset Management LLC
12 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
12 years in the industry.
- Encompass More Asset Management LLCMay 2023 to now
- Bull Run Investment Management LLCMar 2020 to May 2023
- Centaurus Financial Inc.Jan 2019 to Mar 2020
- Bull Run Financial Group LLCJan 2018 to May 2023
- MetrovacMar 2017 to Dec 2017
- National Securities CorporationDec 2014 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 6428907
- Firm CRD
- 322382