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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Georgia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 10, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| YOCHUM, TREVOR, JOHN | I | MANAGING PRINCIPAL / CCO | E | Control |
| YOCHUM, TREVOR, JOHN | I | MANAGING PRINCIPAL / CCO | E | Control |
| YOCHUM, TREVOR, JOHN | I | MANAGING PRINCIPAL / CCO | E | Control |
| YOCHUM, TREVOR, JOHN | I | MANAGING PRINCIPAL / CCO | E | Control |
| YOCHUM, TREVOR, JOHN | I | MANAGING PRINCIPAL / CCO | E | Control |
| YOCHUM, TREVOR, JOHN | I | MANAGING PRINCIPAL / CCO | E | Control |
| YOCHUM, TREVOR, JOHN | I | MANAGING PRINCIPAL / CCO | E | Control |
| YOCHUM, TREVOR, JOHN | I | MANAGING PRINCIPAL / CCO | E | Control |
| YOCHUM, TREVOR, JOHN | I | MANAGING PRINCIPAL / CCO | E | Control |
| YOCHUM, TREVOR, JOHN | I | MANAGING PRINCIPAL / CCO | E | Control |
| YOCHUM, TREVOR, JOHN | I | MANAGING PRINCIPAL / CCO | E | Control |
Registrations
Federal
IA
Jul 10, 2025 REGISTERED
Notice Filings (6)
AL FL GA NE SC TN
Address
4994 LOWER ROSWELL ROADSUITE 4
MARIETTA, GA 30068
United States
Phone: 770-971-9141