Overview
Assets Under Management: $119 million
Headquarters: PONTE VEDRA, FL
High-Net-Worth Clients: 49
Average Client Assets: $2 million
Frequently Asked Questions
INTELLICAPITAL ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #316908), INTELLICAPITAL ADVISORS LLC is subject to fiduciary duty under federal law.
INTELLICAPITAL ADVISORS LLC is headquartered in PONTE VEDRA, FL.
INTELLICAPITAL ADVISORS LLC serves 49 high-net-worth clients according to their SEC filing dated February 16, 2026. View client details ↓
According to their SEC Form ADV, INTELLICAPITAL ADVISORS LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
INTELLICAPITAL ADVISORS LLC manages $119 million in client assets according to their SEC filing dated February 16, 2026.
According to their SEC Form ADV, INTELLICAPITAL ADVISORS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.32
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 451
Discretionary Accounts: 320
Non-Discretionary Accounts: 131
Regulatory Filings
CRD Number: 316908
Filing ID: 2053066
Last Filing Date: 2026-02-16 09:23:09