Intelligent Capital Management LLC

Overview

Intelligent Capital Management LLC is a small, owner-operated advisory firm focused on fee-based portfolio management for individual and family clients and small businesses. The firm runs discretionary equity-centered portfolios, using a percentage-of-AUM fee model and positioning exchange-traded equities and ETFs as the core of client accounts. It does not identify as an active ESG investor and is not set up as a multi-state or pension consultant adviser. Investment activity centers on direct equity exposure through exchange-traded instruments and selective use of third-party real estate vehicles. Given the firm’s client base and average account size, the investment approach emphasizes liquid, cost-efficient vehicles that support customization at the household level — for example, tax-aware ETF sleeves and selectively managed individual-stock positions inside separate account structures.

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Public Holdings

Investments & Alternatives

Location & Offices