DFX Intelligence

P••••••• I••••••••• M•••••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

P••••••• I••••••••• M•••••••••

INCASA LLC, CRD 174058

MIAMI, FL

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Search this name across graphsid dfx:ria:6fd46452-9e64-c81f-c7dc-f91d28b7f4ca

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:46 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 12
On other graphs: 1
Observed: Dec 23, 2014 to Mar 31, 2026
25 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

P•• F••••••••

Intermediary · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=0.76 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $725M••• Locked
Discretionary RAUM: $725M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $725Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
J••• C••••• S••••	n/a	MIAMI, FL	0	29	6	no

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
S••••• J•••• C•••••	Owner	E	yes	01/2007	Dec 23, 2014	Mar 29, 2024
S••••• J•••• C•••••	Cco	E	yes	01/2015	Dec 23, 2014	Mar 29, 2024

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$725M	$687M	5.5%	$218M	49.3%	3	3	0	0

Relationships

Registered with (2)

← J••• C••••• S••••Advisorregistration: previous registration
Aug 11, 2015 to Dec 31, 2023factForm ADV
← EDWARD FRANCISCO S••••Advisorregistration: previous registration
Jun 12, 2015 to Dec 31, 2019factForm ADV

Controls (1)

← S••••• J•••• C•••••OwnerOWNER, ownership code E, individual
Dec 23, 2014 to Mar 29, 2024factForm ADV

Dated events

Occurred
Apr 2, 2025
Regulatory AUM changed
P••••••• I••••••••• M••••••••• reported RAUM $687.3M, up 25% from $548.0M (2024-03-29 to 2025-04-02)
Form ADVobserved 7 days ago
$139M
Occurred
Sep 26, 2023
Regulatory AUM changed
P••••••• I••••••••• M••••••••• reported RAUM $443.0M, up 103% from $218.0M (2023-03-29 to 2023-09-26)
Form ADVobserved 7 days ago
$225M
Occurred
Mar 30, 2020
Regulatory AUM changed
P••••••• I••••••••• M••••••••• reported RAUM $148.0M, down 96% from $3.5B (2019-09-30 to 2020-03-30)
Form ADVobserved 7 days ago
$-3.4B

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6fd46452-9e64-c81f-c7dc-f91d28b7f4ca
First observed: Dec 23, 2014
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.