# Incline Wealth

> Incline Wealth is a state-registered investment advisory firm, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 24, 2026.

- CRD: 306806
- Filed as: INCLINE WEALTH
- Legal name: Incline Wealth Advisors, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: February 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/306806
- AdvisorCensus page: https://advisorcensus.com/firm/incline-wealth-306806

## Quick answers

**How is Incline Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Incline Wealth reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Incline Wealth registered with the SEC or a state?**
Incline Wealth is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 306806.

**How much does Incline Wealth manage?**
Incline Wealth reports $97,851,472 in regulatory assets under management in its Form ADV filing dated February 24, 2026 (68% discretionary).

**What types of clients does Incline Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (160); pension and profit sharing plans (but not the plan participants or government pension plans) (30); high net worth individuals (27).

**Does Incline Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/306806

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $97,851,472
- Discretionary: $66,720,018
- Non-discretionary: $31,131,454

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 160 | $41,192,968 |
| High net worth individuals | 27 | $31,131,454 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 30 | $25,527,050 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2020 (6 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IN, KY, LA, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- incline-wealth.com
- Facebook @InclineWealth
- LinkedIn @36082452
- X @johnnybovard
- YouTube @UCYZJOTjfwBrl3kQaPITFTSA

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Incline Wealth (CRD 306806): Form ADV filing data as of October 2026.