Branden J. Ducharme

ENCOMPASS MORE ASSET MANAGEMENT LLC

ST. GEORGE, UT 84770

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CRD#: 7425790

Professional summary

Branden Joseph Ducharme, who also goes by Branden J. Du Charme, Branden Joseph Du Charme, Branden Du Charme, Brandon Joseph Du Charme, is a registered financial advisor currently at ENCOMPASS MORE ASSET MANAGEMENT LLC located in St. George, Utah.

Branden is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Branden has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Branden J. Du Charme | Branden Joseph Du Charme | Branden Du Charme | Brandon Joseph Du Charme

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) DuCharme Reality Solutions - Personal and business consulting/ management. Not investment related. 08/2020 - present. 5 Hours/week. 2 hours of which are during trading hours. (2) DWM Capital LLC - Partner/CFO. This is a partnership entity that primarily engages in the transaction and management of Real Estate. Its secondary purpose is as a marketing and consulting company. Not investment related. 11/2022 - Present. 5 hours/week. 2 Hours of which are during trading hours. (3) Licensed Independent Insurance Agent (4) Branden DuCharme - Real Estate Agent. 08/2020-Present. Present. 5 Hours/week. 2 hours of which are during trading hours. Not investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Branden Joseph Ducharme'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

September 9, 2024 - Present

ENCOMPASS MORE ASSET MANAGEMENT LLC

Office #1: 50 E 100 S Suite 300, St. George, UT 84770

RIA

CRD#: 322382

ST. GEORGE, UT

Past

July 17, 2023 - October 17, 2024

SCF INVESTMENT ADVISORS, INC.

RIA

CRD#: 123608

St George, UT

Past

August 13, 2021 - July 18, 2023

GLOBAL VIEW CAPITAL MANAGEMENT LLC

RIA

CRD#: 158292

ST. GEORGE, UT

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

Texas
(9/9/2024)

IAR

Utah
(9/9/2024)

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: 7/24/2021

Uniform Investment Adviser Law 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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Branden J. Ducharme

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Branden Joseph Ducharme's CRS (Customer Relationship Summary).

Certified licenses

Experience

ENCOMPASS MORE ASSET MANAGEMENT LLC

SCF INVESTMENT ADVISORS, INC.

GLOBAL VIEW CAPITAL MANAGEMENT LLC

Primary Firm SEC Registration

ENCOMPASS MORE ASSET MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/24/2021

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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