Overview
Assets Under Management: $176 million
Headquarters: FORT MILL, SC
High-Net-Worth Clients: 42
Average Client Assets: $2.1 million
Frequently Asked Questions
INTENTIONAL 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 #318570), INTENTIONAL is subject to fiduciary duty under federal law.
INTENTIONAL is headquartered in FORT MILL, SC.
INTENTIONAL serves 42 high-net-worth clients according to their SEC filing dated January 16, 2026. View client details ↓
According to their SEC Form ADV, INTENTIONAL offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
INTENTIONAL manages $176 million in client assets according to their SEC filing dated January 16, 2026.
According to their SEC Form ADV, INTENTIONAL serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.70%
Average Client Assets: $2.1 million
Total Client Accounts: 395
Discretionary Accounts: 395
Regulatory Filings
CRD Number: 318570
Filing ID: 2041438
Last Filing Date: 2026-01-16 11:09:58