Data / Investment advisers / Georgia / Incompass Financial Partners, LLC
Incompass Financial Partners, LLC, Alpharetta, GA: $192 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Incompass Financial Partners, LLC is an SEC registered investment adviser with its main office in Alpharetta, Georgia and reports $192 million in regulatory assets under management in its Form ADV filed February 23, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Incompass Financial Partners, LLC (CRD number 318227): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 318227
- SEC file number
- 801-123067
- SEC status
- Approved, effective January 18, 2022
- Main office
- 1602 Abbey Court, Alpharetta, GA 30004
- Phone
- (770) 971-9141
- Website
- incompassfp.com
- Regulatory AUM
- $192,040,869 in the Form ADV filed February 23, 2026
- Discretionary AUM
- $192,040,869
- Accounts
- 867
- Employees
- 6, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 23, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 79 | $127.8 million |
| Individuals (other than high net worth individuals) | 246 | $60.4 million |
| Pension and profit sharing plans | 8 | $2.6 million |
| Charitable organizations | 7 | $1 million |
| Corporations or other businesses | Fewer than 5 | $189,483 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $192 million | February 23, 2026 |
| December 1, 2025 | $164.2 million | July 10, 2025 |
Other advisers in Alpharetta
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Integras Partners, LLC | Alpharetta | $244.8 million | Not listed | adviserinfo.sec.gov |
| Exit Wealth Advisors | Alpharetta | $243.2 million | Not listed | adviserinfo.sec.gov |
| MRP Capital Investments, LLC | Alpharetta | $227.6 million | Not listed | adviserinfo.sec.gov |
| Wealth With No Regrets® | Alpharetta | $214.4 million | Not listed | adviserinfo.sec.gov |
| Daner Wealth Management, LLC | Alpharetta | $201.7 million | Not listed | adviserinfo.sec.gov |
| Phorcys Capital Partners, LLC | Alpharetta | $191.5 million | 2 | adviserinfo.sec.gov |
| Elm3 Financial Group, LLC | Alpharetta | $189 million | Not listed | adviserinfo.sec.gov |
| Atlas Investment Advisors | Alpharetta | $184.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Alpharetta, GA
- Investment advisers in Georgia
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Incompass Financial Partners, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.