Intellicapital Advisors LLC

RIASEC RegisteredEst. 2026

Total AUM

$119M

Discretionary

$113M

95% of AUM

Avg account

$264K

Accounts

451

Employees

Advisory reps

Firm details

Headquarters: Ponte Vedra, Florida
CRD number: 316908
Registered since: February 5, 2026
Website: www.intellicapital.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI89.32%
Individuals10.68%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Intellicapital Advisors LLC is an independent registered investment adviser organized as an LLC and listed as SEC-registered in 2026. The firm is individually owned and positions itself as a capital allocator for individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its fee arrangements include both percentage‑of‑AUM and fixed fees. The firm is not an active ESG investor and is not designated as a multi‑state adviser. It lists an industry affiliation with an insurance company, which aligns with its use of annuity products.