InCred Wealth Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
InCred Wealth Inc. provides investment advisory and consulting services to a range of clients, including high net-worth individuals, qualified purchasers, accredited investors, pension and profit-sharing plans, trusts, small businesses and corporations. Like many peers, it offers portfolio management for individuals and charges fees based on a percentage of assets under management, and it also provides project-specific general and institutional consulting.
The firm’s client process begins with developing a Financial Profile and an Investment Plan and implements strategies on a discretionary or non-discretionary basis, generally favoring a long-term approach while permitting shorter-term trades when appropriate. Its methods emphasize fundamental analysis and diversification across mutual funds, private funds, and individual equities, and the brochure notes that tax efficiency is not a primary management focus unless otherwise agreed in writing.
InCred is distinguished by its group structure and product affiliations: it is owned by InCred Capital entities, lists numerous international affiliates, and sponsors alternative private funds (including the InCred Credit Opportunities Fund and InCred Growth Partners Fund – I), while an affiliated broker-dealer, InCred Securities, is in the FINRA application process — features that are uncommon among similar supported firms. The adviser is newly formed with a small advisory team and reported no assets under management as of August 25, 2026, which may affect how it draws on affiliates, sub‑advisors and third-party relationships as it builds client business.
Client services
Expertise
Fee options
$0 - $5,000,000: 1% $5,000,000 - $25,000,000: 0.75% $25,000,000+: 0.05%
$300-$500/hour for General Consulting
Main office
See office12 East 49th Street, Floor 11
New York NY 10017
Advisors at this office
1
Offices (2)
Most active in
New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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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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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
Jonathan H
Series 63, Series 66
Holbrook, NY
InCred Wealth Inc.
Jonathan Hurd is a financial advisor at InCred Wealth Inc. with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at various firms including JM Financial Private Wealth Inc. and Exemplar Capital, LLC. Outside of his advisory work, Hurd is the CEO of Asgard Regulatory Group, LLC, a regulatory compliance and risk management firm, and serves as a non-executive director on the board of Intelligent Bio Solutions, Inc. InCred Wealth Inc. provides investment advisory and consulting services to a diverse client base, including high net-worth individuals and institutional investors. The firm employs a long-term investment approach emphasizing fundamental analysis and diversification across multiple asset types, and is notable for its group structure with numerous international affiliates and sponsorship of alternative private funds.
Arunava D
Series 66, Series 63
New York, NY
InCred Wealth Inc.
Arunava Das is a financial advisor at InCred Wealth Inc. with 11 years of industry experience. He holds Series 66 and Series 63 designations and previously worked at JM Financial Securities Inc. for 11 years before joining the InCred group of companies in 2026. InCred Wealth Inc. provides investment advisory and consulting services to high net-worth individuals, qualified purchasers, accredited investors, pension plans, trusts, and businesses. The firm focuses on fundamental analysis and diversification across mutual funds, private funds, and individual equities, employing both discretionary and non-discretionary strategies with a primarily long-term approach.
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