Nolan
Stokes

Encompass More Asset Management LLC

CRD#6877013
Investment Advisor
in Indiana, PA

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About this Advisor

Nolan Stokes is a financial advisor based in Indiana, Pennsylvania, working with Encompass More Asset Management LLC. Nolan has previously held positions at Encompass More Asset Management LLC, Stokes Retirement Group LTD, Stokes Retirement, Gces LLC, First Commonwealth Bank, Bdo, T.F.I.D, and Westminster College. Nolan has passed the Series 65 regulatory exam and is registered to provide services in Pennsylvania. Currently, Nolan is part of Encompass More Asset Management LLC, which operates out of Indiana, Pennsylvania. The firm has 9 offices and 48 employees. The firm manages assets totaling $228.5 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Encompass More Asset Management LLC includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

1780 Philadelphia St
Indiana, PA 15701-1561

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Encompass More Asset Management LLC Brokerage Details

Total Assets Under Management

$228,528,667

PA Average: $7,578,581,321
Total Number of Employees

48

PA Average: 43
Total Number of Accounts

2,835

PA Average: 3,727
Average Account Size

$80,610

PA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Nolan Stokes Work History

2023 - Present (2 years)

Encompass More Asset Management LLC

2022 - Present (3 years)

Stokes Retirement Group LTD

2022 - Present (3 years)

Gces LLC

2017 - 2022 (5 years)

Stokes Retirement

2017 - 2018 (1 year)

Gces LLC

2017 - 2017 (< 1 year)

First Commonwealth Bank

2016 - 2017 (1 year)

Bdo

2014 - 2016 (2 years)

T.F.I.D

2012 - 2016 (4 years)

Westminster College

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Disclosures

Please visit the SEC profile of Nolan Stokes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Encompass More Asset Management LLC

Steven Hefter
Northbrook, IL
Kasinee Meyer
Laguna Niguel, CA
Christopher Chatto
Danville, CA
Amber Alguire
Danville, CA
Galen Bargerstock
Indiana, PA
Christopher Reid
Roseville, CA
Lisa Gallo
Danville, CA
Eric Drudge
San Antonio, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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