# INCOMPASS FINANCIAL PARTNERS, LLC

INCOMPASS FINANCIAL PARTNERS, LLC of ALPHARETTA, GA is an SEC-registered investment adviser.

## Registration

- CRD: 318227
- Type: SEC-registered investment adviser
- SEC file number: 801-123067
- Location: 1602 ABBEY COURT, ALPHARETTA, GA, 30004
- Phone: 770-971-9141
- Latest filing: 2026-02-23
- Regulatory AUM: $192.0M
- Discretionary AUM: $192.0M
- Clients: 6
- Accounts: 867

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Trevor John Yochum | MANAGING PRINCIPAL / CCO | — |
| YOCHUM TREVOR JOHN | MANAGING PRINCIPAL / CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/318227/brochure
- Similar advisers: https://search.stillhousedata.com/firm/318227/similar
- Related entities: https://search.stillhousedata.com/firm/318227/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/318227

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.