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Incomar Investments, LLC

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Client assets under management

$91,877,161

Clients

62

82% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

31

Low

Average account size

$1,481,890

About

Incomar Investments, LLC provides discretionary wealth management and investment advisory services primarily to high‑net‑worth and individual clients, as well as trusts, small businesses, charitable organizations and retirement plan participants. Services include tailored investment planning, asset allocation and portfolio management, along with selection of both publicly traded and private/non‑traditional investments and access to a third‑party asset management platform through SEI.

The firm manages client portfolios with a strategic asset allocation approach that combines fundamental and technical analysis and uses both passive ETFs and actively managed funds where appropriate. Portfolios are reviewed at least quarterly with continuous monitoring, and Incomar may execute discretionary trading and employ private placements, futures and currency instruments for suitable clients.

Distinctive features include a small senior team—two advisors overseeing roughly $92 million in client assets—and a long operating history since 1997 with experience in commodity- and private-investment structures that are less common at this size. The firm does not accept product‑sales compensation, generally recommends Schwab Institutional custody while prohibiting client‑directed brokerage, and maintains documented policies for proxy voting, solicitor referrals and business continuity.

Client services

Portfolio management Selection of other advisers

Expertise

Wealth management Private / alternative investments Active portfolio management Real estate investing

Fee options

Percentage

1% annually based on market value of assets under management at the beginning of any quarter

Other

Account minimum: $1,000,000 (minimum may be waived in certain situations) Fee-only: Clients pay only advisory fees; no commissions or other compensation accepted by Incomar

Main office location

Incomar Investments, LLC

101 Southwestern Blvd, Suite 112

Sugar Land TX 77478, United States

Number of offices

3

Most active in

More info

Florida · Texas

Disclosures

More info

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

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

713-776-1860

Advisors at this firm

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Jeffrey F

Series 63, Series 65

Sugar Land, TX

Incomar Investments, LLC

Jeffrey Feinberg is a financial advisor at Incomar Investments, LLC with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Incomar Investments, L.P. since 1994. Outside of his advisory role, he serves as a director and secretary for Luxury Lodges, Inc., a mobile home and recreational vehicle park. Incomar Investments, LLC provides discretionary wealth and portfolio management primarily for high-net-worth and individual clients, as well as trusts, estates, small businesses, and charitable organizations. The firm employs a strategic asset allocation approach that combines fundamental and technical analysis and offers access to non-traditional and non-public investments through institutional platforms.

Wealth management Private / alternative investments Active portfolio management Real estate investing
user avatar

Michael S

Series 65

Sugar Land, TX

Incomar Investments, LLC

Michael Schiff is a financial advisor at Incomar Investments, LLC with 24 years of industry experience. He holds a Series 65 designation and has been with Incomar Investments, L.P. since 1994. Outside of his advisory role, he serves as president and director of Luxury Lodges, Inc., a mobile home and recreational vehicle park. Incomar Investments, LLC provides discretionary wealth and portfolio management primarily for high-net-worth individuals, trusts, estates, small businesses, and charitable organizations. The firm employs a strategic asset allocation approach combining fundamental and technical analysis and offers access to non-traditional investments and institutional platforms.

Wealth management Private / alternative investments Active portfolio management Real estate investing
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