INCOMPASS FINANCIAL PARTNERS, LLC

INCOMPASS FINANCIAL PARTNERS, LLC of ALPHARETTA, GA is an SEC-registered investment adviser (CRD 318227). Regulatory assets under management: $192.0M.

Registration

• CRD: 318227
• SEC file number: 801-123067
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 318227 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search