Nolan
Stokes

Encompass More Asset Management LLC

CRD#6877013
Investment Advisor
in Indiana, PA

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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 (1 year)

Encompass More Asset Management LLC

2022 - Present (2 years)

Stokes Retirement Group LTD

2022 - Present (2 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

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

Christopher Chatto
Danville, CA
Galen Bargerstock
Indiana, PA
Christopher Reid
Roseville, CA
Kasinee Meyer
Laguna Niguel, CA
Steven Hefter
Northbrook, IL
Amber Alguire
Danville, CA
Lisa Gallo
Danville, CA
Jason Berube
Danville, CA

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started