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| Happy Holidays!! thanks for using AUM13F!! |
| Incompass Financial Partners LLC
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| CRD # | 318227 |
| SEC # | 801-123067 |
| CIK # | |
| AUM | $164.2 M (2025-07-10) |
| Employees | 7 (29% Investors, 43% Brokers) |
| Phone | 770-971-9141 |
| Address | 4994 Lower Roswell Road Marietta, GA 30068 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 260 | 65.8 |
| (b) Individuals (high net worth individuals) | 59 | 95.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 1.9 |
| (h) Charitable organizations | 5 | 0.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 839 | 164.2 |
| By Discretionary | ||
| Discretionary | 839 | 164.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 839 | 164.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 164.2 | |
| Total | 839 | 164.2 |
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|---|---|---|
|
Specialized Retirement Consultants LLC
✚
|
0.2 | |
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UT | 0.2 |
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|
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WI | 0.2 |
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TT Capital Management LLC
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|
0.2 | |
|
Weber Hartmann Vrijhof & Partners Ltd
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|
0.2 | |
|
TM Wealth Management LLC
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|
VA | 0.2 |
|
Gasaway Investment Advisors Inc
✚
|
MI | 0.2 |