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INTELLICENTS INVESTMENT SOLUTIONS INC
CRD 107498File 801-51382
APPROVED
Retail clients
Custody
Filing as of Jun 1, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$9.92B
Top 10% of cohort (national)
Discretionary AUM
$6.90B
Non-discretionary $3.01B
Clients
8,280
8,280 accounts
Employees
80
Top 10% of cohort in MN
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Feb 29, 1996
- Principal office
- 100 NORTH BROADWAY, ALBERT LEA, MN, 56007
- Phone
- 507-377-2919
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $9.92B
- Discretionary AUM
- $6.90B
- Non-discretionary AUM
- $3.01B
- Discretionary accounts
- 4,197
- Non-discretionary accounts
- 4,083
- Total accounts
- 8,280
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 758 | $1.33B |
| Pension and profit sharing plans | 504 | $7.59B |
| Individuals (other than high net worth individuals) | 7,018 | $989.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 67 | 80 | increased by13 |
| Apr 1, 2026 | Clients | 6,093 | 8,280 | increased by2,187 |
| Apr 1, 2026 | AUM | $7,362,137,726 | $9,916,675,227 | increased by$2,554,537,501 |
| Apr 1, 2026 | Accounts | 6,103 | 8,280 | increased by2,177 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 48 | 67 | increased by19 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2,624 | 6,093 | increased by3,469 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $5,446,397,585 | $7,362,137,726 | increased by$1,915,740,141 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,624 | 6,103 | increased by3,479 |
| Apr 1, 2022 | Employees | 41 | 48 | increased by7 |
| Apr 1, 2022 | Clients | 2,502 | 2,624 | increased by122 |
| Apr 1, 2022 | AUM | $5,043,938,639 | $5,446,397,585 | increased by$402,458,946 |
| Apr 1, 2022 | Accounts | 2,502 | 2,624 | increased by122 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “INTELLICENTS INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“INTELLICENTS INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.