Intellicapital Advisors LLC

RIASEC Registered

Total AUM

$116M

Discretionary

$116M

100% of AUM

Avg account

$581K

Accounts

200

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: HNWI89.03%
Individuals10.97%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Intellicapital Advisors LLC is an independent, individually owned registered investment adviser organized as an LLC. The firm is registered with the SEC (registered in 2026) and positions itself as a capital allocator for individual and family clients. Its advisory services focus on financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Compensation comes through a mix of percentage-of-AUM fees and fixed fees. The firm reports an affiliation with an insurance company and does not describe itself as an active ESG investor.