RIA Intel›Advisers›Colorado›INCLINEVEST LLC

INCLINEVEST LLC

Advisory

CO

Data as of Feb 18, 2026 · Source: SEC Form ADV

Average account
$447K
across 63 accounts
AUM per adviser
$28M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 18, 2026.

Total AUM
$28M
Discretionary %
100%
Clients
41
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$28M
Discretionary AUM$28M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients41
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCO
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CO

Closest by assets under management. All figures from Form ADV.

CARDEN CAPITAL LLC
PITKIN, CO
$28M
-29.6% 1Y
MOORE, DOROTHEA JANE
$28M
WESTWATER CAPITAL MANAGEMENT, LLC
DENVER, CO
$28M
+39.5% 1Y
NETWIDE CAPITAL, LLC
BOULDER, CO
$28M
0.0% 1Y
AFGO, INC.
$28M
STURNIOLO JOSEPH S & ASSOCIATES INC
DENVER, CO
$29M
-42.3% 1Y

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