Fee-only adviser · Sugar Land, TX
Incomar Investments, LLC
Incomar Investments, LLC is a fee-only investment adviser registered with the securities regulators of Florida, Texas, with its main office in Sugar Land, Texas. On its latest Form ADV, filed March 20, 2026, it reports $92M in regulatory assets under management, 62 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Florida, Texas |
|---|---|
| Firm CRD number | 114455 · SEC file 801-67611 |
| Office | 101 Southwestern Blvd Suite 112 Sugar Land, TX 77478 |
| Phone | (713) 776-1860 |
| Website | Not listed |
| Regulatory assets under management | $92M ($79M discretionary) |
| Individual clients | 11 non-high-net-worth, 51 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Portfolio management, Selection of other advisers |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 20, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Sugar Land
- RWM Capital, LLC $222M
- Sweetwater Financial Advisors, LLC $84M
- WJ Interests, LLC $634M
- Kings Path Partners LLC $1.5B
- Collins Wealth Management $3.6M
- Domani Investments Inc. $10M
See all 11 fee-only advisers in Sugar Land →
Nearby
- Stafford 1 firm
- Missouri City 1 firm
- Bellaire 3 firms
- Houston 157 firms
- Richmond 1 firm
- Katy 5 firms
- Pearland 2 firms
- Fulshear 1 firm
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