Intellicapital Advisors LLC

Overview

Intellicapital Advisors LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm provides financial planning and portfolio management for individuals and small businesses and also performs selection of other advisers on behalf of clients. It operates under a fee model that combines a percentage of assets under management with fixed fees and reports itself as a capital allocator—meaning it places client capital with third-party managers in addition to managing portfolios directly. Intellicapital does not characterize itself as an active ESG investor and is not registered as a multi-state adviser or pension consultant. The firm lists an affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives