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INCOMPASS FINANCIAL PARTNERS, LLC
CRD 318227File 801-123067
APPROVED
Retail clients
Custody
Filing as of Feb 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$192.0M
Below cohort median (national)
Discretionary AUM
$192.0M
Clients
340
867 accounts
Employees
6
Bottom 25% of cohort in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jan 18, 2022
- Principal office
- 1602 ABBEY COURT, ALPHARETTA, GA, 30004
- Phone
- 770-971-9141
- Website
- HTTPS://WWW.INCOMPASSFP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $192.0M
- Discretionary AUM
- $192.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 867
- Non-discretionary accounts
- 0
- Total accounts
- 867
- AUM per client
- $565K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $189K |
| Charitable organizations | 7 | $1.0M |
| High net worth individuals | 79 | $127.8M |
| Pension and profit sharing plans | 8 | $2.6M |
| Individuals (other than high net worth individuals) | 246 | $60.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 7 | 6 | decreased by1 |
| Mar 1, 2026 | Clients | 330 | 340 | increased by10 |
| Mar 1, 2026 | AUM | $164,172,439 | $192,040,869 | increased by$27,868,430 |
| Mar 1, 2026 | Accounts | 839 | 867 | increased by28 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6 | 7 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 214 | 330 | increased by116 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $105,451,005 | $164,172,439 | increased by$58,721,434 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 588 | 839 | increased by251 |
| Jul 1, 2022 | Registration | APPROVED-120 | APPROVED | |
| Jun 1, 2022 | Custody | No | Yes | |
| Jun 1, 2022 | AUM | $0 | $105,451,005 | increased by$105,451,005 |
| Jun 1, 2022 | Accounts | 0 | 588 | increased by588 |
| Feb 1, 2022 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “INCOMPASS FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“INCOMPASS FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.