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INCA INVESTMENTS, LLC

MIAMI, FL · CRD 131194 · IAPD ↗ · incainvestments.com · 305-722-4300

$569.6MRegulatory AUM
7Advisory reps
9Employees
0Clients
n/aPlanning clients
1Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — INCA INVESTMENTS, LLC crossed $500M in regulatory AUM ($468.4M -> $569.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
38
September 2024 — INCA INVESTMENTS, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.