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INCOMPASS FINANCIAL PARTNERS, LLC
CRD 318227 · SEC 801-123067
1602 ABBEY COURT, ALPHARETTA, GA, 30004, United States
Phone
770-971-9141
Fax
770-971-4224
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$192.0M
Discretionary AUM
$192.0M
Team
6 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 246 | $60.4M |
| High net worth individuals | 79 | $127.8M |
| Pension/profit sharing plans | 8 | $2.6M |
| Charitable organizations | 7 | $1.0M |
States served
AL, GA, NE, NC, SC, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD