Incomar Investments, LLC
Firm details
- Headquarters
- Sugar Land, Texas
- CRD number
- 114455
- Fee structure
- Percentage of AUM
- Client types
- HNWI96.96%
- Individuals3.04%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Incomar Investments, LLC is a small independent RIA focused on discretionary portfolio management for individuals and small businesses and on sourcing third‑party managers. The firm operates under an owner-managed structure and charges clients a percentage of assets under management. It identifies as a capital allocator — using external managers and private placements alongside direct holdings — and does not position itself as an ESG‑driven advisor. Its advisory activity centers on constructing and overseeing portfolios for individual and family clients and selecting other advisers when third‑party management is appropriate.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities34%
- Other34%
- Cash & Cash Equivalents21%
- US Government Bonds9%
- State & Local Bonds1%
Contacts
2 of 2Jeffrey Feinberg
PartnerCRD 1934327
Michael Schiff
Managing PartnerCRD 2484432
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Sugar Land, TX
Fort Bend
Location
Sugar Land, TX
Headquartered in Sugar Land, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Fort Bend
- Address
- 101 Southwestern Blvd
- Time zone
- CT (UTC-6)
- Office locations
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