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Brenda Kincaid

Chief Operating Officer at 401k Generation

Firm officerUpdated

Brenda Kincaid has been Chief Operating Officer of 401k Generation, an Altamonte Springs,, FL investment adviser managing $156M, since July 2020.

6
Years in role
$156M
Firm AUM
158
Firm clients
6
Firm advisers

From Form ADV filed 24 March 2026Form ADV

Career

Brenda Kincaid is a control person of 401k Generation and directly owns under 5% of it. Brenda Kincaid holds a Bachelor's degree in Business/Office Education from NE Missouri State University.

401k Generation is an investment adviser based in Altamonte Springs,, FL, registered with the SEC since 2010. It provides investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $156 million, as filed on 24 March 2026. Its fees, ownership and offices are on the firm’s profile.

Brenda Kincaid is Chief Operating Officer of 401k Generation, based in Altamonte Springs, FL. She joined the firm in July 2020 with more than 20 years' experience as an employer 401k plan administrator, and oversees all operations and HR activities for the company. Kincaid has a background in finance and human resources.

Credentials

Professional designations

Listed by 401k Generation

  • SHRM-CP
  • PHR

Key facts

CRD
7280581
Firm
401k Generation · CRD 154279
Role
Chief Operating Officer
In role since
July 2020 · 6 years
Control person
Yes
Direct ownership
Under 5%
Firm headquarters
Altamonte Springs,, FL
Individual registration
No current adviser record · SEC search
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Brenda Kincaid work?

Brenda Kincaid has been Chief Operating Officer of 401k Generation since July 2020, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 24 March 2026

How can I verify Brenda Kincaid’s record?

Brenda Kincaid’s role is listed on 401k Generation’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 154279.

Source: Form ADV, Schedule A, filed 24 March 2026

Leadership at 401k Generation

Sources

  1. IAPD individual lookup, CRD 7280581, checked 22 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of 401k Generation, filed 24 March 2026. Title, control and ownership bands.
  3. 401k Generation team page. Biography, education, credentials, awards.