Incline Investment Advisors, LLC logo

Incline Investment Advisors, LLC

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Client assets under management

$91,772,202

Clients

110

51% high-net worth

Advisors

4

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

28

Very Low

Average account size

$834,293

About

Incline Investment Advisors serves high-net-worth individuals and families, delivering discretionary portfolio management through separately managed accounts and integrated financial planning that is included as part of its advisory services. The firm also offers participant account management for held-away retirement plan accounts via a third‑party platform and typically applies a $500,000 account guideline that may be waived in certain circumstances.

The firm’s investment approach combines systematic, quantitative trend and volatility signals with value-oriented and stock-selection methods to construct diversified asset-allocation plans across equity, fixed income, yield and alternative sleeves. In addition to in-house strategies such as momentum, volatility-managed equities, yield-enhanced and bond-rotation programs, Incline may allocate client assets to proprietary strategies managed by its affiliated investment manager that employ options overlays, commodity and VIX futures trading, and broad multi-market trend-following.

What is distinctive about Incline relative to most peers is its affiliation with an investment manager that is registered with the CFTC as a commodity pool operator and commodity trading advisor, and that acts as general partner to an affiliated pooled fund—arrangements that provide client access to commodity/futures and volatility strategies that are uncommon at firms of this size. The firm also discloses related-party advisory arrangements and that some adviser representatives engage in insurance sales, and it describes policies and disclosures intended to address those potential conflicts.

Client services

Portfolio management Selection of other advisers

Expertise

Active portfolio management Options & derivatives strategies Factor investing / smart beta Private / alternative investments

Occupation focus

Executive Founder/Business Owner

Fee options

Percentage

<$250,000 - $250,000: varies by strategy, e.g., 0.50% to 1.75% $250,000 - $500,000: varies by strategy, e.g., 0.50% to 1.65% $500,000 - $2,000,000: varies by strategy, e.g., 0.50% to 1.50% $2,000,000 - $3,000,000: varies by strategy, e.g., 0.35% to 1.30% $3,000,000 - $4,000,000: varies by strategy, e.g., 0.35% to 1.20% $4,000,000+: varies by strategy, e.g., 0.35% to 1.10%

Other

Account minimum: $500,000 (may be waived or lowered at firm's discretion) Fee-only: Annual management fee up to 1.75% based on assets under management, negotiable, billed in arrears daily, monthly, or quarterly.

Main office location

Incline Investment Advisors, LLC

920 Incline Way, Suite 2 D

Incline Village NV 89451-7429, United States

Number of offices

4

Most active in

California · Florida · Louisiana · Nevada · North Carolina · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Todd H

Series 63, Series 65

Incline Village, NV

Incline Investment Advisors, LLC

Todd Hurlbut is a financial advisor with Incline Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has served as Chief Investment Officer and Portfolio Manager at Incline Investment Management since 2012 and currently holds a similar role at Newarc Investments, Inc. Outside of his advisory roles, he manages a hedge fund program that generates trading orders based on end-of-day market data. Incline Investment Advisors is a fiduciary wealth manager serving high-net-worth individuals and families with discretionary separately managed accounts and integrated financial planning. The firm employs a combination of systematic, quantitative, technical, and value-oriented strategies and is noted for its affiliation with a registered commodity pool operator and commodity trading advisor, which supports access to proprietary commodity and futures strategies.

Active portfolio management Options & derivatives strategies Factor investing / smart beta Private / alternative investments Executive Founder/Business Owner
user avatar

Grant F

Series 65

Incline Village, NV

Incline Investment Advisors, LLC

Grant Furlan is a financial advisor at Incline Investment Advisors, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Incline Investment Advisors since 2019, with prior experience at Newarc Investments, Inc. and Park Avenue Builders. Outside of advising, he serves as a product manager for Incline Investment Management, handling marketing and promotional materials. Incline Investment Advisors is a fiduciary wealth manager serving high-net-worth individuals and families, managing approximately $95 million in discretionary assets through a team of five advisors. The firm employs a blend of systematic, quantitative, technical, and value-oriented strategies, including proprietary approaches linked to an affiliated registered commodity trading advisor.

Active portfolio management Options & derivatives strategies Factor investing / smart beta Private / alternative investments Executive Founder/Business Owner
user avatar

Ted P

Series 63, Series 65, Series 66

Boca Raton, FL

Incline Investment Advisors, LLC

Ted Parkhill is a financial advisor with Incline Investment Advisors, LLC in Boca Raton, FL, holding Series 63, 65, and 66 designations and 14 years of industry experience. He has held roles at Incline Investment Advisors since 2016 and has been involved with related entities such as Incline Investment Management, LLC and Parkhill Financial, LLC. Outside of advisory work, he serves as CEO of Incline Management LLC, a firm specializing in systematic trading, and operates a consulting practice through Parkhill Financial LLC. Incline Investment Advisors is a fiduciary wealth manager serving high-net-worth individuals and families with discretionary separately managed accounts and integrated financial planning. The firm employs a blend of systematic, quantitative, technical, and value-oriented strategies, including proprietary approaches affiliated with a registered commodity pool operator and commodity trading advisor.

Active portfolio management Options & derivatives strategies Factor investing / smart beta Private / alternative investments Executive Founder/Business Owner
user avatar

Samuel M

Series 65

Durham, NC

Incline Investment Advisors, LLC

Samuel Mcchesney is a financial advisor at Incline Investment Advisors, LLC in Durham, NC, holding a Series 65 credential with five years of industry experience. His prior work includes roles at Incline Investment Management and Hyatt Lake Tahoe, among others. Incline Investment Advisors is a fiduciary wealth manager serving high-net-worth individuals and families with discretionary separately managed accounts and integrated financial planning. The firm employs a blend of systematic, quantitative, technical, and value-oriented analysis to build diversified, risk-managed portfolios and offers proprietary strategies through an affiliated investment manager registered with the CFTC.

Active portfolio management Options & derivatives strategies Factor investing / smart beta Private / alternative investments Executive Founder/Business Owner
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