Incompass Financial Partners, LLC
● SEC registered since 2022CRD 318227SEC# 801-123067Alpharetta, GA
Reg. AUM
$192M
Employees
6
Accounts
867
Location
Alpharetta, GA
Incompass Financial Partners, LLC assets under management
Incompass Financial Partners, LLC is a registered investment adviser overseen by the SEC based in Alpharetta, GA. The firm has been registered since 2022. It reports $192 million in regulatory assets under management and employs 6 people.
Incompass Financial Partners, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Trevor John Yochum Control | Managing Principal / Cco | Over 75% | 2022 |
Frequently asked questions
How much does Incompass Financial Partners, LLC manage?
Incompass Financial Partners, LLC reports $192 million in regulatory assets under management on its Form ADV.
How many employees does Incompass Financial Partners, LLC have?
Incompass Financial Partners, LLC reports 6 employees.
Where is Incompass Financial Partners, LLC located?
Incompass Financial Partners, LLC is based in Alpharetta, 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
| Address | 1602 Abbey Court, Alpharetta, GA 30004 |
| Phone | 770-971-9141 |
| Fax | 770-971-4224 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$192M▲ 17%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 76%
Larger than 24% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$192Mregulatory AUM
Discretionary $192M