Robert V. Du Charme

ENCOMPASS MORE ASSET MANAGEMENT LLC

NEW BERLIN, WI 53151

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CRD#: 4418715

Professional summary

Robert V Du Charme, who also goes by Rob Du Charme, Robert V. Du Charme, Robert Van Den Langenberg Du Charme, Robert V Ducharme, is a registered financial advisor currently at ENCOMPASS MORE ASSET MANAGEMENT LLC located in New Berlin, Wisconsin.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Robert has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Rob Du Charme | Robert V. Du Charme | Robert Van Den Langenberg Du Charme | Robert V Ducharme

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

[1] DU CHARME FINANCIAL SOLUTIONS; NOT INVESTMENT RELATED; ADDRESS: 19685 W. OBSERVATORY ROAD, NEW BERLIN, WI 53146; NATURE: DBA, CPA POSITION: OWNER; STARTED: JUNE 2001-PRESENT; APPROX. 2-5 HRS/MONTH; APPROX. 2-5 HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: ADMINISTRATION, ACCOUNTING AND CONSULTING. [2] DU CHARME FINANCIAL & BUSINESS SOLUTIONS, LLC; NOT INVESTMENT RELATED; ADDRESS: 19685 W. OBSERVATORY ROAD, NEW BERLIN, WI 53146; NATURE: LLC; POSITION: OWNER; STARTED: 03-25-2015 TO PRESENT; APPROX. 2-5 HRS/MONTH; RESPONSIBILITIES: ACCOUNTING, TAX, AND BUSINESS CONSULTING. [3] NOTARY; NOT INVESTMENT RELATED; ADDRESS: 19685 W. OBSERVATORY ROAD, NEW BERLIN, WI 53146; NATURE: OWNER; POSITION: NOTARY; STARTED: 1995 TO 7/21/2027; APPROX. <1 HRS/MONTH; RESPONSIBILITIES: NOTARIZE DOCUMENTS (4) LICENSED INDEPENDENT INSURANCE AGENT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert V Du Charme's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 9, 2024 - Present

ENCOMPASS MORE ASSET MANAGEMENT LLC

Office #1: 2665 S. Moorland Rd. Suite 212, New Berlin, WI 53151

RIA

CRD#: 322382

NEW BERLIN, WI

Past

July 17, 2023 - October 17, 2024

SCF INVESTMENT ADVISORS, INC.

RIA

CRD#: 123608

Waukesha, WI

Past

January 7, 2014 - July 18, 2023

GLOBAL VIEW CAPITAL MANAGEMENT LLC

RIA

CRD#: 158292

NEW BERLIN, WI

Past

January 2, 2014 - November 5, 2018

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

New Berlin, WI

Past

November 1, 2010 - December 31, 2013

THE STRATEGIC FINANCIAL ALLIANCE, INC.

RIA

CRD#: 126514

WAUKESHA, WI

Past

November 1, 2010 - December 31, 2013

THE STRATEGIC FINANCIAL ALLIANCE, INC.

CRD#: 126514

WAUKESHA, WI

Past

July 17, 2006 - November 2, 2010

INVESTMENT ADVISORS INTERNATIONAL, INC.

RIA

CRD#: 139233

WAUKESHA, WI

Past

October 27, 2003 - August 23, 2006

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA

CRD#: 16164

WAUKESHA, WI

Past

April 12, 2002 - November 2, 2010

WORLD GROUP SECURITIES, INC.

CRD#: 114473

WAUKESHA, WI

Past

July 13, 2001 - April 12, 2002

WMA SECURITIES, INC.

CRD#: 32625

DULUTH, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ENCOMPASS MORE ASSET MANAGEMENT LLC

CRD#: 322382 / SEC#: 801-126102

RIA

Registered Investment Advisory firm - (7/14/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(9/9/2024)

IAR

Wisconsin
(9/9/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/28/2003

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/12/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 7/12/2001

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 7/13/2001

Investment Company Products/Variable Contracts Principal Examination

Current Firm

ENCOMPASS MORE ASSET MANAGEMENT LLC

CRD#: 322382 / SEC#: 801-126102

RIA

Registered Investment Advisory firm - (7/14/2022 Approved)

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Contact information

Main Address

390 Diablo Rd Suite 100, Danville, CA 94526

Mailing Address

Phone number

(925) 272-8850

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (47 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ENCOMPASS MORE ASSET MANAGEMENT LLC ADV BROCHURE (9/17/2025)

Regulatory assets under management

Total Number of Accounts	4,025
AUM (Assets Under Management)	$ 581,910,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Robert V. Du Charme

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert V Du Charme's CRS (Customer Relationship Summary).

Certified licenses

Experience

SCF INVESTMENT ADVISORS, INC.

GLOBAL VIEW CAPITAL MANAGEMENT LLC

PURSHE KAPLAN STERLING INVESTMENTS

THE STRATEGIC FINANCIAL ALLIANCE, INC.

THE STRATEGIC FINANCIAL ALLIANCE, INC.

INVESTMENT ADVISORS INTERNATIONAL, INC.

TRANSAMERICA FINANCIAL ADVISORS, LLC

WORLD GROUP SECURITIES, INC.

WMA SECURITIES, INC.

Primary Firm SEC Registration

ENCOMPASS MORE ASSET MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/28/2003

Series 63

Date: 7/12/2001

SIE

Date: 10/1/2018

Series 6

Date: 7/12/2001

Series 26

Date: 7/13/2001

Current Firm

ENCOMPASS MORE ASSET MANAGEMENT LLC

Contact information

SEC notice filing (47 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ENCOMPASS MORE ASSET MANAGEMENT LLC

TRUST BUT VERIFY

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