Intelligent Capital Management LLC

RIASEC Registered
Total AUM
$5.4M
Discretionary
$5.4M
100% of AUM
Avg account
$217K
Accounts
25
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
150928
Custodians
TRADE-PMR INC.
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Intelligent Capital Management LLC is an independent, individually owned registered investment adviser that serves mainly individual and family clients. The firm charges fees as a percentage of assets under management and focuses on portfolio management for individuals and small businesses. It is not positioned as a capital allocator, does not identify as a multi-state or pension consultant, and is not flagged as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 85%, Cash & Cash Equivalents 15%85%
  • Exchange Traded Equities85%
  • Cash & Cash Equivalents15%

Contacts

1 of 1
  • Carl Paskert

    CRD 4634120

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth