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Incompass Financial Partners, LLC

● SEC registered since 2022CRD 318227SEC# 801-123067Marietta, GA
Export (members)
Reg. AUM
$164.2M
Employees
7
Accounts
839
Location
Marietta, GA

Incompass Financial Partners, LLC assets under management

Incompass Financial Partners, LLC is a registered investment adviser overseen by the SEC based in Marietta, GA. The firm has been registered since 2022. It reports $164.2 million in regulatory assets under management and employs 7 people.
www.incompassfp.comView on SEC.gov ↗

Incompass Financial Partners, LLC owners & executives

1 reported
NameTitleOwnershipSince
Trevor John Yochum ControlManaging Principal / CcoOver 75%2022

Frequently asked questions

How much does Incompass Financial Partners, LLC manage?

Incompass Financial Partners, LLC reports $164.2 million in regulatory assets under management on its Form ADV.

How many employees does Incompass Financial Partners, LLC have?

Incompass Financial Partners, LLC reports 7 employees.

Where is Incompass Financial Partners, LLC located?

Incompass Financial Partners, LLC is based in Marietta, GA and has been SEC-registered since 2022.

Does Incompass Financial Partners, LLC disclose fund performance?

Incompass Financial Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4994 Lower Roswell Road, Suite 4, Marietta, GA 30068
Phone770-971-9141
Fax770-971-4224
Office hours9:00 a.m. - 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$164.2M
Non-discretionary$0
Total (RAUM)$164.2M