Incomar Investments, LLC

RIASEC Registered
Total AUM
$91.9M
Discretionary
$78.5M
85% of AUM
Avg account
$718K
Accounts
128
Employees
2
Advisory reps
2

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

FINTRX

Overview

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

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 34%, Other 34%, Cash & Cash Equivalents 21%, US Government Bonds 9%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%34%
  • Exchange Traded Equities34%
  • Other34%
  • Cash & Cash Equivalents21%
  • US Government Bonds9%
  • State & Local Bonds1%

Contacts

2 of 2
  • Jeffrey Feinberg

    PartnerCRD 1934327

  • Michael Schiff

    Managing PartnerCRD 2484432

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth