Timothy D. Nelson

ENCOMPASS MORE ASSET MANAGEMENT LLC

Potomac Falls, VA 20165

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CRD#: 6200391

Professional summary

Timothy Douglas Nelson, who also goes by Tim Nelson, Timothy Nelson, is a registered financial advisor currently at ENCOMPASS MORE ASSET MANAGEMENT LLC located in Potomac Falls, Virginia.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Timothy has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tim Nelson | Timothy Nelson

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.

Timothy Douglas Nelson is a licensed insurance agent and provides insurance services and products via Skyline Financial Partners, LLC. From time to time, he will offer clients advice or products from this activity. Clients should be aware that these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser. Address: 1155 Whitfield Pl #103, Potomac Falls, VA 20165; Position: Managing Partner; Nature of Business: Life Insurance and Annuities; Start Date: 05/01/2023; Hours Devoted: approximately 48 hours a month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Douglas Nelson'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

May 3, 2023 - Present

ENCOMPASS MORE ASSET MANAGEMENT LLC

Office #1: 21155 Whitfield Pl #103, Potomac Falls, VA 20165

RIA

CRD#: 322382

Potomac Falls, VA

Past

March 6, 2020 - May 5, 2023

BULL RUN INVESTMENT MANAGEMENT LLC

RIA

CRD#: 306763

FAIRFAX, VA

Past

April 3, 2017 - March 5, 2020

CENTAURUS FINANCIAL, INC.

RIA

CRD#: 30833

FAIRFAX, VA

Past

April 3, 2017 - March 5, 2020

CENTAURUS FINANCIAL, INC.

CRD#: 30833

FAIRFAX, VA

Past

August 6, 2014 - June 15, 2016

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

VIENNA, VA

Past

August 1, 2014 - June 15, 2016

MML INVESTORS SERVICES, LLC

CRD#: 10409

VIENNA, VA

Past

September 4, 2013 - July 21, 2014

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

TYSONS CORNER, VA

Past

July 17, 2013 - July 21, 2014

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

TYSONS CORNER, VA

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

Virginia
(5/3/2023)

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 66

Date: 8/22/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/17/2013

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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Advisor Monitoring

Firm Stability Insights

Timothy D. Nelson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Douglas Nelson's CRS (Customer Relationship Summary).

Certified licenses

Experience

BULL RUN INVESTMENT MANAGEMENT LLC

CENTAURUS FINANCIAL, INC.

CENTAURUS FINANCIAL, INC.

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

Primary Firm SEC Registration

ENCOMPASS MORE ASSET MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/22/2013

SIE

Date: 10/1/2018

Series 7

Date: 7/17/2013

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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