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Matthew Yarbrough

Matthew Yarbrough

ENCOMPASS WEALTH ADVISORS
Portland, OR 97224
Some features on this profile are disabled
CRD#: 6331852
Matthew Yarbrough

Professional summary

Matthew Yarbrough, CFP® is a registered financial advisor currently at ENCOMPASS WEALTH ADVISORS, LLC located in Portland, Oregon.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Matthew has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Yarbrough'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®
CFP®

Certified Financial Planner

Start date: 2019

Experience

Current

October 5, 2018 - Present

ENCOMPASS WEALTH ADVISORS, LLC

Office #1: 15350 Sw Sequoia Parkway Suite 250, Portland, OR 97224
RIA
CRD#: 170807
Portland, OR

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".
EW
ENCOMPASS WEALTH ADVISORS, LLC
AMBERBION CAPITAL ADVISORS, LLC | ENCOMPASS WEALTH ADVISORS, LLC

CRD#: 170807 / SEC#: 801-79393

RIA
Registered Investment Advisory firm - (3/24/2014 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
Oregon
(10/5/2018)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/25/2018
Uniform Investment Adviser Law Examination

Current Firm

EW
ENCOMPASS WEALTH ADVISORS, LLC
AMBERBION CAPITAL ADVISORS, LLC | ENCOMPASS WEALTH ADVISORS, LLC

CRD#: 170807 / SEC#: 801-79393

RIA
Registered Investment Advisory firm - (3/24/2014 Approved)
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Contact information

Main Address
15350 Sw Sequoia Parkway Suite 250, Portland, OR 97224
Mailing Address
Phone number
(971) 371-3451
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ENCOMPASS WEALTH ADVISORS, LLC - FORM ADV 2 A DISCLOSURE BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts1,103
AUM (Assets Under Management)$ 413,314,010

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.

Company Information

ENCOMPASS WEALTH ADVISORS, LLC

CRD#: 170807Portland, OR 97224

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