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AC

Arrow J. Corpus

ENCOMPASS MORE ASSET MANAGEMENT LLC
ST. GEORGE, UT 84770
Some features on this profile are disabled
CRD#: 7694042
AC

Professional summary


Arrow Jack Corpus, who also goes by Arrow J. Corpus, Arrow Jack Corpus, Arrow Corpus, is a registered financial advisor currently at ENCOMPASS MORE ASSET MANAGEMENT LLC located in St. George, Utah.

Arrow is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Arrow has worked at 3 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Arrow J. Corpus | Arrow Jack Corpus | Arrow Corpus

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) LICENSED INDEPENDENT INSURANCE AGENT [2] PARAMOUNT TAX AND ACCOUNTING INVESTMENT RELATED; 50 E. 100 S. SUITE 300, ST. GEORGE, UT 84770; NATURE: CPA/ACCOUNTING/BOOKKEEPING/TAX PREP; POSITION: INDEPENDENT CONTRACTOR; STARTED: 02/12/2024; APPROX. 40 HRS/MONTH; APPROX. 0 HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: DATA ENTRY FOR TAX RETURNS;

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Arrow Jack Corpus'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

February 3, 2023 - 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".
EM
ENCOMPASS MORE ASSET MANAGEMENT LLC
AJM FINANCIAL | TDC FINANCIAL | SKYLINE FINANCIAL PARTNERS | RIVERS WEALTH MANAGEMENT - FL | GOVERNMENT AND CIVIL EMPLOYEE SERVICES (GCES) | ENCOMPASS MORE ASSET MANAGEMENT LLC | DUCHARME WEALTH MANAGEMENT | BOYCE WEALTH MANAGEMENT | ALTO FINANCIAL GROUP

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
Utah
(9/9/2024)

Exams


State Security Law Exam
IAR
Series 65
Date: 1/24/2023
Uniform Investment Adviser Law Examination

Current Firm


EM
ENCOMPASS MORE ASSET MANAGEMENT LLC
AJM FINANCIAL | TDC FINANCIAL | SKYLINE FINANCIAL PARTNERS | RIVERS WEALTH MANAGEMENT - FL | GOVERNMENT AND CIVIL EMPLOYEE SERVICES (GCES) | ENCOMPASS MORE ASSET MANAGEMENT LLC | DUCHARME WEALTH MANAGEMENT | BOYCE WEALTH MANAGEMENT | ALTO FINANCIAL GROUP

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
92

SEC notice filing (47 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 MORE ASSET MANAGEMENT LLC ADV BROCHURE (9/17/2025)

Regulatory assets under management


Total Number of Accounts4,025
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.

Company Information


ENCOMPASS MORE ASSET MANAGEMENT LLC

CRD#: 322382St. George, UT 84770

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