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Kyle Austin Demyan

ENCOMPASS MORE ASSET MANAGEMENT
Avon, OH
·CRD# 7311625·6 years experience

Professional Summary

Kyle Austin Demyan, who also goes by Kyle Demyan, is a registered financial advisor currently at ENCOMPASS MORE ASSET MANAGEMENT LLC located in Avon, Ohio. Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Kyle has worked at 2 firms and has passed the Series 65, Series 6TO and SIE exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Kyle Demyan

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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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

6 years in the financial services industry

Current & Past Employments

Current

ENCOMPASS MORE ASSET MANAGEMENT LLCCurrent·CRD# 322382
RIA
Avon, OH
March 11, 2026 - Present

Past

TRANSAMERICA FINANCIAL ADVISORS, LLCPast·CRD# 16164
RIA
Kirtland, OH
March 26, 2021 - May 18, 2021
TRANSAMERICA FINANCIAL ADVISORS, LLCPast·CRD# 16164
BD
Kirtland, OH
December 14, 2020 - May 18, 2021

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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) Licensed Insurance Agent
(2) The Wealth Akademy Financial LLC, not investment-related; Address: 36550 Chester Rd Apt 5706, Avon, Ohio 44011; Nature of Business: Independent insurance and Medicare brokerage services; Position/Title: Founder / Managing Member; Start Date: 05/2024 (Ohio LLC formation date); Hours Devoted: Approximately 100 hours per month (approximately 25 hours per week); Hours During Securities Trading Hours: Approximately 100 hours per month during normal business hours; Duties: Operate independent insurance and Medicare brokerage business. Provide life insurance, annuity, and Medicare product education and sales.
(3) Lighthouse Insurance Group; not investment-related; 4789 N Leavitt Rd Suite D, Lorain, OH 44053; Nature of Business: Insurance referral and commission-sharing relationship; Position/Title: Independent Referral Partner Start Date: 11/2024; Hours Devoted: Approximately 40 hours per month (approximately 10 hours per week); Hours During Securities Trading Hours: Approximately 40 hours per month during normal business hours. Duties: Work with Lighthouse Insurance clients involving life insurance, health insurance, and Medicare needs. Shared commissions with the agency on any new insurance business.

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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.
IAR
Ohio
(3/11/2026)

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

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

Series 65 — Uniform Investment Adviser Law Examination

Passed Feb 2026About the Series 65 exam

Series 6TO — Investment Company Products/Variable Contracts Representative Examination

Passed Dec 2020About the Series 6TO exam

SIE — Securities Industry Essentials Examination

Passed Sep 2020About the SIE exam

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CRS (Client Relationship Summary) - RIA

Click below to view Kyle Austin Demyan's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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