INCOMPASS FINANCIAL PARTNERS, LLC

CRD 318227File 801-123067

APPROVED

Retail clients

Custody

Filing as of Feb 23, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$192.0M

Below cohort median (national)

Discretionary AUM

$192.0M

Clients

340

867 accounts

Employees

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.