Incline Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Incline Capital Management, LLC provides discretionary portfolio management for individuals, trusts, and retirement accounts, managing separately managed accounts that can include equities, mutual funds, ETFs, cash and a range of fixed‑income securities. The firm is a solo‑managed adviser with about $15.7 million in assets under management across a very small client base (12 client accounts).
Portfolios are tailored to each client’s needs using analysis of economic, bond and stock market conditions, industry and company fundamentals, and risk assessment; clients may impose restrictions on holdings. The adviser executes trades under discretionary authority, monitors accounts daily, and performs periodic reviews several times per month.
Noteworthy aspects include a single, long‑tenured owner who holds the CFA designation and who gives client transactions priority over any personal trading to address potential conflicts of interest. The firm relies on Charles Schwab for custody and on Schwab’s software trading platform to manage client accounts, does not take custody of client assets itself, and has discontinued prior one‑time consulting and options trading services.
Client services
Expertise
Fee options
$0 - $300,000: 1.50% annually $300,001 - $600,000: 1.25% annually $600,001+: 1.00% annually
Account minimum: $100,000
Main office
Fort Collins CO
Advisors at this office
1
Most active in
Colorado
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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