Incline Advisors
Firm details
- Headquarters
- Incline Village, Nevada
- CRD number
- 293345
- Registered since
- April 10, 2020
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1John Kelley
CEOCRD 2846784
Contacts
1 of 1
Steven Thornton
PresidentCRD 4496384
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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