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| Keyboard |
| Incompass Financial Partners LLC
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|---|---|
| CRD # | 318227 |
| SEC # | 801-123067 |
| CIK # | |
| AUM | 192.0 M (2026-02-23) |
| Employees | 6 (50% Investors, 50% Brokers) |
| Phone | 770-971-9141 |
| Address | 1602 Abbey Court Alpharetta, GA 30004 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 246 | 60.4 |
| (b) Individuals (high net worth individuals) | 79 | 127.8 |
| (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 | 8 | 2.6 |
| (h) Charitable organizations | 7 | 1.0 |
| (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 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 867 | 192.0 |
| By Discretionary | ||
| Discretionary | 867 | 192.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 867 | 192.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 192.0 | |
| Total | 867 | 192.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
New Century Financial Group LLC
✚
|
NJ | 192.9 M |
|
Clemson-Eps Advisors LLC
✚
|
SC | 192.8 M |
|
Spurstone Advisory Services LLC
✚
|
CT | 192.1 M |
|
Five Pine Wealth Management Inc
✚
|
ID | 191.8 M |
|
Oceanside Advisors LLC
✚
|
SC | 191.3 M |
|
High Plains Investment Advisors Inc
✚
|
TX | 191.2 M |
|
ENZA Financial LLC
✚
|
OH | 191.2 M |
|
Valued Retirements Inc
✚
|
TX | 190.1 M |
|
Conceptual Financial Advisors LLC
✚
|
WI | 189.9 M |
|
TT Capital Management LLC
✚
|
189.8 M |