Nathan M. Allred

ENCOMPASS MORE ASSET MANAGEMENT LLC

Payson, UT

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CRD#: 7508659

Professional summary

Nathan Mark Allred, who also goes by Nate Mark Allred, is a registered financial advisor currently at ENCOMPASS MORE ASSET MANAGEMENT LLC located in Payson, Utah.

Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Nathan has worked at 2 firms and has passed the Series 65, Series 34 and Series 30 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nate Mark Allred

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.

Investing Educator; I teach a course on securities trading for Trader On The Street, LLC; I spend approximately 8 hours per month in this role; I do not receive additional compensation, but may receive referrals to the Advisor in connection with this business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Mark Allred'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 29, 2024 - Present

ENCOMPASS MORE ASSET MANAGEMENT LLC

RIA

CRD#: 322382

Payson, UT

Past

May 5, 2022 - January 16, 2025

BRISTLECONE WEALTH, LLC

RIA

CRD#: 319234

PAYSON, 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
(5/29/2024)

IAR

Utah
(5/30/2024)

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: 2/4/2022

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 34

Date: 11/18/2011

Retail Off-Exchange FOREX Examination

Principal/Supervisory Exam

Series 30

Date: 10/29/2009

NFA Branch Manager 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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Nathan M. Allred

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Mark Allred's CRS (Customer Relationship Summary).

Certified licenses

Experience

ENCOMPASS MORE ASSET MANAGEMENT LLC

BRISTLECONE WEALTH, LLC

Primary Firm SEC Registration

ENCOMPASS MORE ASSET MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/4/2022

Series 34

Date: 11/18/2011

Series 30

Date: 10/29/2009

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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