Intelligent Investing

Overview

Intelligent Investing is a small, owner-operated independent RIA organized as an LLC and SEC-registered in 2024. The firm combines accounting services with advisory work, positioning itself to deliver financial planning and portfolio management primarily for individuals, families and small businesses, while also serving some institutional clients. Its advisory mandate runs on a percentage-of-AUM fee model and the firm favors liquid, exchange-traded equities as the core building block of client portfolios. Manager allocation interest includes external venture capital and private placement vehicles when appropriate, but the firm does not position itself as an active ESG investor. Portfolios appear to be maintained on a non-discretionary basis, so clients retain trading authority while the firm provides advice, planning and selection of investment options. Given the mix of accounting and advisory services, Intelligent Investing emphasizes integrated tax-aware planning alongside equity-focused portfolio construction.

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Public Holdings

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Location & Offices