Ginger A. Noteboom
Financial advisor at Encompass More Asset Management · Danville, CA
Last updated 2026-10-10
Claim your profileGinger A. Noteboom is a financial advisor at Encompass More Asset Management in Danville, CA, CRD 4908824. Licenses and exams on the registration: Series 65. IAPD registration began 2015-07-01.
Registration
- CRD number
- 4908824
- Registration status
- Active
- IAPD registration
- 2015-07-01
- Industry Experience
- 11 years
- Work Experience
- 23 years
- States registered
- AZ
Licenses and exams
- Series 65
Work history
- 2003-01 to 2019-06 · Cook Financial Services Inc · Chandler, AZ
- 2015-05 to 2019-06 · McCauley Investment Advisory, LLC · Chandler, AZ
- 2011-08 to 2019-10 · Mgj Holdings, LLC · Chandler, AZ
- 2019-09 to 2022-12 · Verity Asset Management · Durham, NC
- 2019-06 to 2022-05 · Appreciation Financial · Henderson, NV
- 2022-08 to Present · Encompass More Asset Management LLC · Danville, CA
- 2019-11 to 2022-12 · Verity Asset Management · Durham, NC
Current employment
- Encompass More Asset Management LLC · Danville, CA
Encompass More Asset Management
- Regulatory AUM
- $984,886,079
- Registered advisors
- 86
- Offices
- 60
- Clients per advisor
- 46.6 (Low)
- Average AUM per client
- $245.7K (Low)
- High-net-worth client ratio
- 6.5% (Low)
Encompass More Asset Management: advisors, services and reported ETF investments
About
Ginger A. Noteboom is a financial advisor at Encompass More Asset Management LLC, operating as Encompass More Asset Management in Danville, CA. Reported securities licenses include Series 65. The latest record indicates 11 years of industry experience and 23 years of reported work history. Reported roles include Verity Asset Management, Appreciation Financial, Mgj Holdings, LLC, McCauley Investment Advisory, LLC, among others.
SEC disclosures list additional business and community activities: 1) Independent Insurance Agent; Not Investment-Related; Chandler: 2) erc specialists, llc; ; not investment-related; gilbert, az; tax specialists; contractor; affiliate; 01/2022; 10 hours per month; 4 during market hours; educate employers and refer them to erc for further education and filing.
Encompass More Asset Management's firm-level Form ADV reports 86 advisors across 60 offices; approximately 46.6 clients per advisor, average assets per client of $245,730, and regulatory AUM of $984.9M; client categories including Individuals (non-HNW), High net worth individuals; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Pooled Investment Vehicles.
PortfolioFuture's firm-level 13F analysis covers $530M across 124 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Ginger A. Noteboom personally.
Reported ETF positions
Encompass More Asset reports 124 ETF positions worth $530M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| USFR — WisdomTree Floating Rate Treasury Fund | $74.2M |
| BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF | $45.7M |
| QQQ — Invesco QQQ Trust, Series 1 | $34.6M |
| SPYM — State Street SPDR Portfolio S&P 500 ETF | $22.7M |
| XLK — State Street Technology Select Sector SPDR ETF | $21M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Encompass More Asset's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | PVAL — Putnam Focused Large Cap Value ETF | $238.3K | Top 99.7% | Peer conviction 84.8% · Active return +5.55% |
| Addressable Market | VOO — Vanguard S&P 500 ETF | $422K | Top 99.6% | Addressable AUM $9.8T · Peer conviction 69.7% |
| Residual Alpha | FESM — Fidelity Enhanced Small Cap Core ETF | $2.3M | Top 99.7% | Residual alpha +4.57% · Residual Sharpe 0.20 |
| Diversification Benefits | TBIL — F/m US Treasury 3 Month Bill Fund | $495.8K | Top 99.4% | Replicability (R²) 37.1% · Residual Sharpe 2.51 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Encompass More Asset Management on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pooled Investment Vehicles
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Subscription Fees (Newsletter or Periodical)
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Insurance Company or Agency
- Sponsor or GP of Pooled Investment Vehicl
- Adviser to Any Private Fund
Location
390 Diablo Rd, Danville, CA 94526
86 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 925-272-8850
- Website: boycewm.com
Official record
Are you Ginger A. Noteboom?
Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.