Incline Investment Advisors, LLC logo

Incline Investment Advisors, LLC

Updated today

Client AUM

$91,772,202

Clients

110

Advisors

4

across 3 offices

About

Incline Investment Advisors is a registered investment adviser that provides discretionary portfolio management and integrated financial planning primarily to individual and high-net-worth clients and families. The firm manages separately managed accounts and offers participant account management for held-away retirement plan assets through a third‑party platform, with client reviews at least annually.

The firm’s investment approach blends systematic quantitative models, technical trend signals, and value-oriented stock selection to build risk‑managed allocations across equities, fixed income, dividend/option overlays, REITs and bond strategies. Portfolios are implemented mainly on a discretionary basis using proprietary strategies and may employ options, futures and volatility trading as tactical tools to adjust exposure and manage drawdown risk.

What distinguishes Incline from many peers is its affiliation with an affiliated investment manager that is registered as a Commodity Trading Advisor/Commodity Pool Operator and that offers commodity, VIX and broad global futures strategies alongside the firm’s equity and fixed‑income programs. That affiliation and the concurrent management of fund and separate account strategies can create side‑by‑side and performance‑fee considerations; the firm discloses these relationships and states it uses policies and procedures to address related conflicts.

Client services

Portfolio management Selection of other advisers

Expertise

Active portfolio management Options & derivatives strategies Real estate investing Private / alternative investments Retirement income strategy

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Fee options

Percentage

< $250,000 - $250,000: 1.20% to 1.75% depending on strategy $250,000 - $500,000: 1.00% to 1.65% depending on strategy $500,000 - $2,000,000: 0.80% to 1.50% depending on strategy $2,000,000 - $3,000,000: 0.75% to 1.30% depending on strategy $3,000,000 - $4,000,000: 0.70% to 1.20% depending on strategy $4,000,000+: 0.35% to 1.10% depending on strategy

Other

Account minimum: $500,000 (may be waived or lowered at advisor's sole discretion)

Main office

See office

920 Incline Way, Suite 2 D

Incline Village NV 89451-7429

Advisors at this office

2

Most active in

California · Florida · 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 at Incline Investment Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Citigroup Global Markets and Everett Capital Management. In addition to his advisory role, Hurlbut serves as Chief Investment Officer and Portfolio Manager for Incline Investment Management, a hedge fund that utilizes end-of-day market data to generate trading orders. Incline Investment Advisors is a registered investment adviser that provides discretionary portfolio management and integrated financial planning primarily to individual and high-net-worth clients and families. The firm employs a blend of systematic quantitative models, technical trend signals, and value-oriented stock selection to construct risk-managed allocations across multiple asset classes, and offers investment strategies that include options, futures, and volatility trading.

Active portfolio management Options & derivatives strategies Real estate investing Private / alternative investments Retirement income strategy
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 Real estate investing Private / alternative investments Retirement income strategy
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 licenses and with 14 years of industry experience. He has worked at several related firms including Incline Investment Management, LLC and Parkhill Financial, LLC, where he also manages a consulting practice. Parkhill serves as CEO of Incline Management LLC, a firm specializing in systematic trading. Incline Investment Advisors provides discretionary portfolio management and integrated financial planning primarily to individual and high-net-worth clients. The firm employs a blend of systematic quantitative models, technical trend signals, and value-oriented stock selection to create risk-managed portfolios that may include equities, fixed income, options, futures, and commodity strategies.

Active portfolio management Options & derivatives strategies Real estate investing Private / alternative investments Retirement income strategy
user avatar

Samuel M

Series 65

Durham, NC

Incline Investment Advisors, LLC

Samuel Mcchesney is a financial advisor with Incline Investment Advisors, LLC in Durham, NC. He holds a Series 65 designation and has five years of industry experience. Prior to joining Incline Investment Advisors, he worked at Hyatt Lake Tahoe and Sierra Nevada University. Incline Investment Advisors provides discretionary portfolio management and integrated financial planning primarily to individual and high-net-worth clients, employing a blend of systematic quantitative models, technical trend signals, and value-oriented stock selection to construct risk-managed portfolios. The firm is notable for its affiliation with a Commodity Trading Advisor/Commodity Pool Operator, offering a range of commodity and futures strategies alongside equity and fixed-income programs.

Active portfolio management Options & derivatives strategies Real estate investing Private / alternative investments Retirement income strategy
View complete list of advisors at this firm
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