# Incompass Financial Partners, LLC

> Incompass Financial Partners, LLC is an SEC-registered investment advisory firm in Alpharetta, GA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 23, 2026.

- CRD: 318227
- Filed as: INCOMPASS FINANCIAL PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Alpharetta, GA
- Filing period: October 2026
- Form ADV filing dated: February 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/318227
- AdvisorCensus page: https://advisorcensus.com/firm/incompass-financial-partners-llc-alpharetta-ga-318227

## Quick answers

**How is Incompass Financial Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Incompass Financial Partners, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Incompass Financial Partners, LLC located?**
Incompass Financial Partners, LLC's principal office is in Alpharetta, GA, according to its Form ADV.

**Is Incompass Financial Partners, LLC registered with the SEC or a state?**
Incompass Financial Partners, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 318227.

**How much does Incompass Financial Partners, LLC manage?**
Incompass Financial Partners, LLC reports $192,040,869 in regulatory assets under management in its Form ADV filing dated February 23, 2026 (100% discretionary).

**How have Incompass Financial Partners, LLC's assets and staff changed since 2022?**
In the Form ADV data for Incompass Financial Partners, LLC: Regulatory assets under management: $105,451,005 in the October 2022 data and $192,040,869 in the October 2026 data, up 82%. Total employees: 6 in October 2022 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Incompass Financial Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (246); high net worth individuals (79); pension and profit sharing plans (but not the plan participants or government pension plans) (8).

**Which custodians does Incompass Financial Partners, LLC use?**
Incompass Financial Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab as a custodian holding 10% or more of its separately managed account assets.

**Does Incompass Financial Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/318227

**Does Incompass Financial Partners, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 23, 2026 says: "There is no minimum account size to open and maintain an advisory account."

**What changed in Incompass Financial Partners, LLC's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 2 to 3. Regulatory assets under management went from $164,172,439 to $192,040,869 (+17%). Registered or notice-filed in NC, TX.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 23, 2026)

- Account minimum: None

> There is no minimum account size to open and maintain an advisory account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $192,040,869
- Discretionary: $192,040,869
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 246 | $60,411,435 |
| High net worth individuals | 79 | $127,775,336 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 8 | $2,647,704 |
| Charitable organizations | 7 | $1,016,911 |
| Corporations or other businesses not listed above | Fewer than 5 | $189,483 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2022 (4 years)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, FL, GA, NC, NE, SC, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- incompassfp.com
- Facebook facebook.com
- Instagram @incompassfp
- LinkedIn @incompassfp
- YouTube @IncompassFP

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $105,451,005 | 6 | May 17, 2022 |
| October 2023 | $119,282,915 | 7 | September 12, 2023 |
| October 2024 | $140,452,867 | 7 | January 30, 2024 |
| October 2025 | $164,172,439 | 7 | July 10, 2025 |
| October 2026 | $192,040,869 | 6 | February 23, 2026 |

Regulatory assets under management: $105,451,005 in the October 2022 data and $192,040,869 in the October 2026 data, up 82%.
Total employees: 6 in October 2022 and 6 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 2 to 3.
- Regulatory assets under management went from $164,172,439 to $192,040,869 (+17%).
- Registered or notice-filed in NC, TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Incompass Financial Partners, LLC (CRD 318227): Form ADV filing data as of October 2026.