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Christopher Michael Chatto

ENCOMPASS MORE ASSET MANAGEMENT
DANVILLE, CA
·CRD# 6525630·11 years experience

Professional Summary

Christopher Michael Chatto is a registered financial advisor currently at ENCOMPASS MORE ASSET MANAGEMENT LLC located in Danville, California and ENCOMPASS MORE INVESTMENTS, LLC located in Danville, California. Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Christopher has worked at 5 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

11 years in the financial services industry

Current & Past Employments

ENCOMPASS MORE ASSET MANAGEMENT LLC·CRD# 322382
RIA
390 Diablo Rd Suite 100, Danville, CA 94526
August 25, 2022 - Present
ENCOMPASS MORE INVESTMENTS, LLC·CRD# 318438
BD
1. 390 Diablo Road Suite #100, Danville, CA 945262. 390 Diablo Road Suite #100, Danville, CA 94526
December 2, 2022 - Present
VERITY ASSET MANAGEMENT·CRD# 158667
RIA
Pleasanton, CA
November 15, 2018 - November 30, 2022
VERITY INVESTMENTS, INC.·CRD# 41527
BD
Pleasanton, CA
November 13, 2018 - August 29, 2022
CREATIVEONE SECURITIES, LLC·CRD# 152974
RIA
Pleasanton, CA
November 4, 2015 - November 15, 2018
CREATIVEONE SECURITIES, LLC·CRD# 152974
BD
Pleasanton, CA
September 10, 2015 - November 15, 2018

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Current Firm

EM
ENCOMPASS MORE ASSET MANAGEMENT LLC

AIRBORN FINANCIAL SOLUTIONS | THE WEALTH AKADEMY FINANCIAL LLC | TDC FINANCIAL | SKYLINE FINANCIAL PARTNERS | RIVERS WEALTH MANAGEMENT - FL | LUMARRA CAPITAL | LUMARRA ADVISORS | HARVEST WELL FINANCIAL | GOVERNMENT AND CIVIL EMPLOYEE SERVICES (GCES) | FINANCE BLOOMS | ENCOMPASS MORE ASSET MANAGEMENT LLC | DUCHARME WEALTH MANAGEMENT | DEFREECE FINANCIAL SOLUTIONS | BOYCE WEALTH MANAGEMENT | ALTO FINANCIAL GROUP | AJM FINANCIAL

CRD#: 322382 / SEC#: 801-126102
RIA
Registered Investment Advisory firm - SEC (7/14/2022 Approved)

Contact Information

Main Address

390 Diablo Rd Suite 100, Danville, CA 94526

Phone Number

(925) 272-8850

# of Employees

108

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ENCOMPASS MORE ASSET MANAGEMENT LLC ADV BROCHURE (3/21/2026)

Regulatory Assets Under Management

Total Number of Accounts

8,361

AUM (Assets Under Management)

$984,886,079

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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) Appreciation Financial; Not-investment related; 390 Diablo Road, Suite 100, Danville CA 94526; Agent; Start June 2015; 1hr./week during trading hrs.; fixed insurance agency. manage current client base and provide referrals. 2) Encompass More Insurance Services; Not-investment related; 390 Diablo, Suite 100 Danville, CA 94526; fixed insurance agency; Officer; Start 04/22/2025; 2 hrs./week during trading hrs.; oversight or registrations and compliance, minimal production. 3) Encompass More Asset Management, LLC; Investment-related; 390 Diablo Road, Suite 100, Danville CA 94526; Registered Investment Advisor; Partner; Start: 07/2022; Investment Advisory Services to Clients; 40 hrs./week during trading hrs.; oversee operations, investment models. 4) Encompass More Capital; Investment-related; 390 Diablo Road, Suite 100, Danville CA 94526; Affiliated Hedge Fund; Partner; Start: 09/2025; Act as General Partner - participate in hedge fund administration and capital raising activities; 10 hrs./week - 5 hours during trading hrs.

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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".
EM
ENCOMPASS MORE ASSET MANAGEMENT LLC

AIRBORN FINANCIAL SOLUTIONS | THE WEALTH AKADEMY FINANCIAL LLC | TDC FINANCIAL | SKYLINE FINANCIAL PARTNERS | RIVERS WEALTH MANAGEMENT - FL | LUMARRA CAPITAL | LUMARRA ADVISORS | HARVEST WELL FINANCIAL | GOVERNMENT AND CIVIL EMPLOYEE SERVICES (GCES) | FINANCE BLOOMS | ENCOMPASS MORE ASSET MANAGEMENT LLC | DUCHARME WEALTH MANAGEMENT | DEFREECE FINANCIAL SOLUTIONS | BOYCE WEALTH MANAGEMENT | ALTO FINANCIAL GROUP | AJM FINANCIAL

CRD#: 322382 / SEC#: 801-126102
RIA
Registered Investment Advisory firm - SEC (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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alaska
(6/17/2026)
RR
Arizona
(2/28/2023)
IAR
California
(8/25/2022)
RR
California
(12/2/2022)
RR
Colorado
(2/9/2023)
RR
Connecticut
(7/29/2024)
RR
Florida
(5/8/2024)
RR
Georgia
(1/18/2024)
RR
Hawaii
(5/12/2023)
RR
Idaho
(4/6/2025)
RR
Illinois
(8/27/2024)
RR
Indiana
(5/30/2025)
RR
Kansas
(4/6/2025)
RR
Louisiana
(6/30/2025)
RR
Maine
(1/17/2025)
RR
Maryland
(10/1/2024)
RR
Nevada
(4/17/2023)
RR
New Hampshire
(1/3/2025)
RR
New Jersey
(4/2/2025)
RR
New York
(1/21/2025)
RR
North Carolina
(7/2/2023)
RR
Ohio
(7/24/2024)
RR
Oklahoma
(4/8/2025)
RR
Oregon
(2/28/2023)
RR
Pennsylvania
(1/30/2023)
RR
South Carolina
(10/15/2024)
RR
Tennessee
(9/4/2024)
RR
Texas
(2/2/2023)
IAR
Texas
(3/7/2023)
RR
Utah
(1/26/2023)
RR
Virginia
(2/11/2025)
RR
Washington
(2/16/2023)
RR
Wisconsin
(1/21/2025)

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.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Oct 2015About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 2015About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Nov 2021About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Christopher Michael Chatto's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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