Incline Capital Management, LLC
RIASEC Registered
Total AUM
$15.7M
Discretionary
$15.7M
100% of AUM
Avg account
$786K
Accounts
20
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 141853
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI83.79%
- Individuals16.21%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Incline Capital Management, LLC is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm serves mainly individual and family clients, delivering portfolio management services (including for small businesses) under a percentage-of-assets fee model. Incline is not designated as a multi-state adviser, is not positioned as an active ESG investor, and does not act as a capital allocator or pension consultant according to the available filing details.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Exchange Traded Equities59%
- Cash & Cash Equivalents24%
- US Government Bonds17%
Contacts
1 of 1Tracy Shagin
OwnerCRD 2240606
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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