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| Keyboard |
| Intellicapital Advisors LLC
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|---|---|
| CRD # | 316908 |
| SEC # | 801-135277 |
| CIK # | |
| AUM | 118.9 M (2026-02-16) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 866-438-1958 |
| Address | 4210 Valley Ridge Blvd 130, 141, 142 Ponte Vedra, FL 32081 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 30 | 12.7 |
| (b) Individuals (high net worth individuals) | 49 | 106.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 451 | 118.9 |
| By Discretionary | ||
| Discretionary | 320 | 113.3 |
| Non-Discretionary | 131 | 5.6 |
| Total | 451 | 118.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 118.6 | |
| Total | 451 | 118.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 3 (1 non-US) |
| Serves | Institutional, Retail |
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|---|---|---|
|
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|
NY | 119.2 M |
|
Avantia Investment Services LLC
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|
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|
Washington Financial Group Inc
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MA | 119.0 M |
|
Kailix Advisors LLC
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FL | 119.0 M |
|
TCN Private Wealth Management LLC
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119.0 M | |
|
Savvy Labs Inc
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|
NY | 118.9 M |
|
LD Lowe Wealth Advisory Inc
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TX | 118.8 M |