SEC Form ADV

INCOMPASS FINANCIAL PARTNERS, LLC

Firm profile: Incompass Financial Partners — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserGA

$192.0M

Assets Under Management

867

Total Clients

Employees

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Registration Details

Accession: CRD-318227
Location: ALPHARETTA, GA
Filing Date: February 23, 2026
AUM: $192.0M
Total Clients: 867
Institutional Clients: 15
Employees: 6
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

About this Adviser

INCOMPASS FINANCIAL PARTNERS, LLC is a registered investment adviser headquartered in ALPHARETTA, GA, managing approximately $192.0M in assets across 867 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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