Intellus Advisors, LLC
Firm details
- Headquarters
- Naples, Florida
- CRD number
- 332883
- Registered since
- September 18, 2024
- Website
- www.intellusadvisors.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI64.26%
- Individuals30.6%
- Corporations / Businesses2.67%
- Pension & Profit Sharing Plans1.56%
- Banking / Thrift Institutions0.92%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Intellus Advisors, LLC is an independent registered investment adviser that describes itself as a capital allocator serving individual, family and institutional clients. The firm offers a mix of advice and execution: financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, and pension consulting services. It also operates as an insurance broker. Fee arrangements include asset‑based charges as well as hourly and fixed fees. The firm is SEC‑registered in 2024 and identifies as a domestic entity/individual ownership structure. It does not position itself as an ESG‑focused manager.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities32%
- Non-Exchange Traded Equities27%
- Public Funds/Mutual Funds25%
- Cash & Cash Equivalents10%
- US Government Bonds2%
Owners & executives
1 of 1
Andrew Warning
Chief Compliance OfficerCRD 3211861
Contacts
3 of 9
Kearsley Lewis
Managing PartnerCRD 2659762
Karen Chancy
Managing PartnerCRD 3149625
Tanner Betts
Financial AdvisorCRD 6878227
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 53Active vs passive
$665M in ETFs
72%
$479M
15%
$185M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $90.7M | 123,126 | 13.64% |
Location
Naples, FL
Collier
Location
Naples, FL
Headquartered in Naples, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.
- Metro area
- Cape Coral-Fort Myers-Naples, FL
- Region
- South
- County
- Collier
- Address
- 8625 Tamiami Trl N
- Time zone
- ET (UTC-5)
- Office locations
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