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 is SEC-registered since 2020. The firm is held by an individual owner and is classified in public records as "unclassified," with very limited disclosure about its business lines, client segments, or fee schedules. Filings do not identify the firm as a multi-state adviser, a pension consultant, a related adviser, or a capital allocator. Public materials supplied through the source dataset offer scant detail on service offerings or target clients, so the firm presents as a small, low-profile advisory entity rather than a broadly marketed wealth manager or institutional allocator.
Assets & Accounts
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
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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