I
$192.0M Total AUM
$192.0M Disc. AUM
-- 3Y CAGR
6 Employees
340 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-18-2022
- Office Locations
- 1
Office Locations
1602 Abbey Court Alpharetta GA
About Incompass Financial Partners, LLC
Incompass Financial Partners, LLC is a Alpharetta-based RIA. The firm has been operating for 4 years. Managing $192.0M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
73 AVG AGE
$64.0M AVG AUM / ADVISOR
$564.8K AVG AUM / CLIENT
4 yrs AVG TENURE
6 Employees
3 Advisory Reps
3 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
TREVOR JOHN YOCHUM
Chief Compliance Officer, MANAGING PRINCIPAL
- CRD
- #6362279
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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LUCY BOWEN SCOTT
--
- CRD
- #3094913
Available
Available
Available
KAREN CAMPBELL VINING
Financial Advisor, Partner
- CRD
- #1262009
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $192,040,869 | $221,500 |
| Non-Discretionary | $0 | -- |
| Total | $192,040,869 | $221,500 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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