Incline Advisors

Broker-DealerFINRA MemberEst. 2020
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Incline Village, Nevada
CRD number
293345
Registered since
April 10, 2020

Firm profile

FINTRX

Overview

Incline Advisors is organized as a limited liability company and appears in SEC records with a 2020 registration. Ownership is listed as an individual rather than a corporate or institutional owner. Public filings classify the adviser as "unclassified" and flag that it is not a capital allocator. The firm is not identified as an active ESG investor, does not report multistate adviser status, and is not listed as a pension consultant or a related adviser. Available data on client types, fee schedules, and the firm’s day‑to‑day advisory activities is sparse in the source record, so there is limited public visibility into its target client segments or service model.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • John Kelley

    CEOCRD 2846784

Contacts

1 of 1
  • Steven Thornton

    Steven Thornton

    PresidentCRD 4496384

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Incline Village, NV

Washoe

Location

Incline Village, NV

Headquartered in Incline Village, NV, anchoring the Reno-Carson City-Fernley, NV metro in the West.

Metro area
Reno-Carson City-Fernley, NV
Region
West
County
Washoe
Address
655 Tyner Way
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth