INCLINE INVESTMENT ADVISORS, LLC

RIASEC Registered
Total AUM
$91.8M
Discretionary
$91.8M
100% of AUM
Avg account
$335K
Accounts
274
Employees
5
Advisory reps
4

Firm details

Headquarters
INCLINE VILLAGE, Nevada
CRD number
293331
Website
inclineia.com
Custodians
CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • HNWI85.52%
  • Individuals14.48%
Services
Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Incline Investment Advisors, LLC is a privately held investment adviser organized as an LLC that manages portfolios for individuals and small businesses. The firm operates as a capital allocator and provides portfolio management plus selection of other advisers, indicating it uses external managers alongside in-house portfolio decisions. Compensation is on a percentage-of-assets-under-management basis. Incline is not positioned as an ESG investor and is not identified as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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

Asset composition

Asset composition: Exchange Traded Equities 41%, Public Funds/Mutual Funds 40%, Private Funds 15%, Cash & Cash Equivalents 3%, Other 1%41%
  • Exchange Traded Equities41%
  • Public Funds/Mutual Funds40%
  • Private Funds15%
  • Cash & Cash Equivalents3%
  • Other1%

Owners & executives

1 of 1

  • TODD HURLBUT

    Chief Investment OfficerCRD 3076899

Contacts

3 of 3

  • SAMUEL MCCHESNEY

    Associate AdvisorCRD 7333958

  • TED PARKHILL

    Managing PartnerCRD 3025655

  • GRANT FURLAN

    Marketing ManagerCRD 7293069

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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
920 Incline Way
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth