Dominic R. Defreece

ENCOMPASS MORE ASSET MANAGEMENT LLC

READING, PA

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CRD#: 6159953

Professional summary

Dominic Raymond Defreece, who also goes by Dominic Defreece, is a registered financial advisor currently at ENCOMPASS MORE ASSET MANAGEMENT LLC located in Reading, Pennsylvania.

Dominic is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Dominic has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dominic Defreece

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) DeFreece Financial Solutions, LLC.; Not investment-related; 510 N Park Rd, Wyomissing, PA 19610; Insurance, Real Estate, and Financial Education; Owner; Start: 01/2022; 40 hours per month; 40 during market hours; P&C, Medicare, Financial Literacy Programming, Advise; Solicitation of clients and client customer service. 2) Baltimore Life; Not-investment related;510 N Park Rd, Wyomissing, PA 19610; Life insurance; Employee; Start: 01/01/2025; 25 hrs./week during trading hrs.; Life insurance agent. Solicit client and customer service. 3) Encompass More Asset Management; Investment- related; 390 Diablo Road, Suite 100, Danville CA 94526; Registered Advisor Firm; Invesment Advisor Rep; Start: 08/2022; 0 hrs./ week devoted; 0 hrs./week during trading hrs.; investment advisor firm.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dominic Raymond Defreece'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

August 31, 2022 - Present

ENCOMPASS MORE ASSET MANAGEMENT LLC

RIA

CRD#: 322382

READING, PA

Past

January 2, 2020 - November 30, 2022

VERITY ASSET MANAGEMENT

RIA

CRD#: 158667

WYOMISSING, PA

Past

March 15, 2017 - October 10, 2018

BLACKRIDGE ASSET MANAGEMENT, LLC

RIA

CRD#: 277085

Reading, PA

Past

October 10, 2015 - December 31, 2016

PFS INVESTMENTS INC.

CRD#: 10111

WEST LAWN, PA

Past

December 10, 2013 - October 3, 2014

PARK AVENUE SECURITIES LLC

CRD#: 46173

LANCASTER, PA

Past

March 21, 2013 - June 12, 2013

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

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

Pennsylvania
(8/31/2022)

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: 1/10/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/21/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 11/11/2023

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/20/2013

General Securities Representative 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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Dominic R. Defreece

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dominic Raymond Defreece's CRS (Customer Relationship Summary).

Certified licenses

Experience

VERITY ASSET MANAGEMENT

BLACKRIDGE ASSET MANAGEMENT, LLC

PFS INVESTMENTS INC.

PARK AVENUE SECURITIES LLC

EDWARD JONES

Primary Firm SEC Registration

ENCOMPASS MORE ASSET MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/10/2017

Series 63

Date: 8/21/2013

SIE

Date: 11/11/2023

Series 7

Date: 3/20/2013

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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