INCOMPASS FINANCIAL PARTNERS, LLC
CRD #318227 SEC #801-123067 MARIETTA, GA 770-971-9141
SEC Registered
Total AUM
$164.2M
Discretionary
$164.2M
Employees
7
Clients
10
Accounts
839
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $164.2M | $164.2M | $0 | 7 | 0 |
| Feb 2025 | $164.2M | $164.2M | $0 | 7 | 0 |
| Jan 2024 | $140.5M | $140.5M | $0 | 7 | 0 |
| Sep 2023 | $119.3M | $119.3M | $0 | 7 | 0 |
| Feb 2023 | $119.3M | $119.3M | $0 | 7 | 0 |
| May 2022 | $105.5M | $105.5M | $0 | 6 | 0 |
| Apr 2022 | $0 | $0 | $0 | 6 | 0 |
| Feb 2022 | $0 | $0 | $0 | 6 | 0 |
| Jan 2022 | $0 | $0 | $0 | 6 | 0 |
| Jan 2022 | $0 | $0 | $0 | 6 | 0 |
| Dec 2021 | $0 | $0 | $0 | 6 | 0 |
DateJul 2025
Total AUM$164.2M
Discretionary$164.2M
Non-Disc.$0
Employees7
Clients0
DateFeb 2025
Total AUM$164.2M
Discretionary$164.2M
Non-Disc.$0
Employees7
Clients0
DateJan 2024
Total AUM$140.5M
Discretionary$140.5M
Non-Disc.$0
Employees7
Clients0
DateSep 2023
Total AUM$119.3M
Discretionary$119.3M
Non-Disc.$0
Employees7
Clients0
DateFeb 2023
Total AUM$119.3M
Discretionary$119.3M
Non-Disc.$0
Employees7
Clients0
DateMay 2022
Total AUM$105.5M
Discretionary$105.5M
Non-Disc.$0
Employees6
Clients0
DateApr 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateFeb 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateJan 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateJan 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateDec 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0