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| Intellus Advisors LLC
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|---|---|
| CRD # | 332883 |
| SEC # | 801-131142 |
| CIK # | 0002055137 |
| AUM | 1,350.5 M (2026-03-25) |
| Employees | 15 (60% Investors, 0% Brokers) |
| Phone | 239-649-3600 |
| Address | 8625 Tamiami Trail N Naples, FL 34108 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002055137 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 50.8 | ||
| Alphabet Inc | 22.4 | ||
| Apple Inc | 22.1 | ||
| Advanced Micro Devices Inc | 19.9 | ||
| J P Morgan Chase & Co | 18.7 | ||
| Eastman Chemical Co | 15.4 | ||
| Microsoft Corp | 14.9 | ||
| Broadcom Inc | 14.7 | ||
| Lilly Eli & Co | 12.2 | ||
| Franco Nevada Corp | 11.4 | ||
| Wheaton Precious Metals Corp | 10.5 | ||
| United Parcel Service Inc | 5.8 | ||
| Amazon Com Inc | 4.3 | ||
| Nvidia Corp | 3.4 | ||
| Palantir Technologies Inc | 3.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 845 | 413.2 |
| (b) Individuals (high net worth individuals) | 157 | 867.7 |
| (c) Banking or thrift institutions | 10 | 12.4 |
| (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 | 8 | 21.0 |
| (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 | 9 | 36.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,462 | 1,350.5 |
| By Discretionary | ||
| Discretionary | 3,301 | 1,299.0 |
| Non-Discretionary | 161 | 51.4 |
| Total | 3,462 | 1,350.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 12.2 | |
| United States Persons | 1,338.2 | |
| Total | 3,462 | 1,350.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002055137] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 4 (1 non-US) |
| Serves | Institutional, Retail |
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