Incline Investment Advisors
TL;DR
Incline Village RIA with 274 accounts and a tiered fee from 1.75% falling to 1.00%. Its site blocks automated fetches, so the office rests on its state registration and ADV.
$92 million
Regulatory AUM
As of ADV filing 2026-04-23
274
Accounts / Clients
110 clients
0
Disclosures
Item 11 events
Nevada
Registration
State of Nevada-registered
5
Team Size
employees, 4 advisory
7 yrs
Years Registered
First registered 2019
About Incline Investment Advisors
Incline Village RIA with 274 accounts and a tiered fee from 1.75% falling to 1.00%. Its site blocks automated fetches, so the office rests on its state registration and ADV.
Office: 920 Incline Way, Suite 2D, Incline Village, NV 89451.
Best for: investors with $500,000 or more who want a tiered fee
Fee model and designations stated on the guide
Advisory fees onlyNo commissions per ADV 2ACFA named
Form ADV data
CRD293331
RegistrationState of Nevada-registered
First registration2019
Regulatory AUM$92 million
ADV filing date2026-04-23
Accounts274
Clients110 clients
Employees5
Advisory employees4
Fee modelNo commissions on securities (ADV 2A); advisory fees only
Minimum$500,000 minimum account balance (ADV 2A)
Disclosure events (Item 11)0
DesignationsCFA named in ADV 2A
Source: SEC Investment Adviser Public Disclosure, CRD 293331, as of ADV filing 2026-04-23, pulled October 10, 2026.
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