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Incline Investment Advisors, LLC

Incline Investment Advisors, LLC. CRD 293331

Incline Investment Advisors, LLC logo

CRD: 293331

Incline Investment Advisors, LLC

Incline Village, NV, 89451
7752988161
inclineia.com
$91.8M Total AUM
$91.8M Disc. AUM
-- 3Y CAGR
5 Employees
110 ADV. Clients
7 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Interactive Brokers · Wells Fargo
Clients
Retail
Platforms
RadialRadial momentum +more
Established Date
05-28-2019
Office Locations
2

Office Locations

920 Incline WAY Suite 2D Incline Village NV
-- Durham NC

About Incline Investment Advisors, LLC

Incline Investment Advisors brings an institutional, risk-aware approach to managing family wealth and client portfolios, led by CEO Ted Parkhill and CIO Todd Hurlbut. The team emphasizes disciplined, data-driven portfolio construction using technical analysis, trend-following signals, and risk controls, with experience spanning mutual funds and alternatives. Parkhill and Hurlbut also co-manage the global macro Tahoe Fund, LP; accounts can be held at Schwab.

Team overview

26 AVG AGE
$22.9M AVG AUM / ADVISOR
$834.3K AVG AUM / CLIENT
6.2 yrs AVG TENURE
5 Employees
4 Advisory Reps
4 RIA Reps
7yrs Firm Age

Insights

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Asset Classes

Signal unison Value glacier Frontier fusion Meridian bridge Oak insight Vital pioneer Horizon legacy Vertex optima Zenith

Client Personas

Zenith

Custodian

Vertex eagle Crest Eagle pioneer

Investment Themes

Ridge crest Eagle Peak Vital radial Ember

Investment Vehicles

Timber

Platform

Matrix

Services

Unison meridian Legacy North Insight Pioneer

Technology

Beacon bridge Unison atlas Momentum quantum Value North bridge

Owner & Executives

TODD EVERETT HURLBUT

TODD EVERETT HURLBUT

Chief Investment Officer, Financial Advisor, Managing Member

CRD
#3076899
Ownership
50% but less than 75%
(616) 843-4660
eagle.catalyst@alphacapital.com
in linkedin.com/in/wave-horizon
TED A PARKHILL

TED A PARKHILL

Chief Compliance Officer, Chief Executive Officer, Financial Advisor, Investment Advisor, Managing Member

CRD
#3025655
Ownership
50% but less than 75%
(444) 841-4950
radial.unison@vectorcapital.com
in linkedin.com/in/ember-peak

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Contacts

GRANT ALFRED AVERY FURLAN

GRANT ALFRED AVERY FURLAN

Associate

CRD
#7293069
(239) 945-9031
alpha.foundation@zenithcapital.com
in linkedin.com/in/signal-meridian
S

SAMUEL LEMAIRE MCCHESNEY

Associate

CRD
#7333958
(581) 388-4208
bridge.oak@signalcapital.com
in linkedin.com/in/alpha-bridge

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $91,772,202 --
Non-Discretionary $0 --
Total $91,772,202 --

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Separately Managed Accounts

Total SMA Asset: $91,772,202

$91.8M Total SMA
Equity - Exchange:
12.0%
Public Funds:
20.5%
Private Funds:
25.8%
Cash:
16.9%
Other:
24.8%
Asset class Assets Assets %
Equity - Exchange $123,779,670 12.0%
Public Funds $211,456,936 20.5%
Private Funds $266,126,290 25.8%
Cash $174,323,035 16.9%
Other $255,811,316 24.8%
Total $1,031,497,247 100.0%

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