INTELLICENTS INVESTMENT SOLUTIONS INC

CRD 107498File 801-51382

APPROVED

Retail clients

Custody

Filing as of Jun 1, 2026

Feed vintage Aug 17, 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

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
Website: https://www.linkedin.com/company/intellicentspersonalcfo

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.