Michael Costa
Financial advisor at Encompass More Asset Management
Last updated 2026-10-10
Claim your profileMichael Costa is a financial advisor at Encompass More Asset Management, CRD 8110226. Licenses and exams on the registration: Series 65. IAPD registration began 2025-06-05.
Registration
- CRD number
- 8110226
- Registration status
- Active
- IAPD registration
- 2025-06-05
- Industry Experience
- 1 year
- Work Experience
- 10 years
- States registered
- UT
Licenses and exams
- Series 65
Work history
- 2016-01 to Present · Summit Studios · Highland, UT
- 2025-06 to Present · Encompass More Asset Management LLC · Danville, CA
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
Michael Costa is a financial advisor at Encompass More Asset Management LLC, operating as Encompass More Asset Management. Reported securities licenses include Series 65. The latest record indicates 1 year of industry experience and 10 years of reported work history. Reported roles include Summit Studios.
SEC disclosures list additional business and community activities: Summit Studios: The majority of this time is outside of trading hours; I produce educational and promotional live, video, print and digital media content for small businesses.
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 Michael Costa 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
Contact
The firm's filed contact details.
- Phone: 925-272-8850
- Website: boycewm.com
Official record
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