Incomar Investments, LLC
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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
Expertise
Fee options
1% annually based on market value of assets under management at the beginning of any quarter
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
101 Southwestern Blvd, Suite 112
Sugar Land TX 77478
Advisors at this office
2
Most active in
Florida · Texas
Also doing business as
Incomar Investments, L.P. · Incomar Investments, LLC
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.
Forms ADV
Advisors at this firm
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.
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.
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