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INTELLIGENT CAPITALWORKS
Legal name: ICW INVESTMENT ADVISORS, LLC
CRD 135081File 801-64460
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$376.6M
Below cohort median (national)
Discretionary AUM
$376.6M
Clients
99
341 accounts
Employees
6
Above cohort median in AZ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jun 23, 2005
- Principal office
- 16427 NORTH SCOTTSDALE ROAD, SUITE 350, SCOTTSDALE, AZ, 85254-1595
- Phone
- 480-951-2900
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $376.6M
- Discretionary AUM
- $376.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 341
- Non-discretionary accounts
- 0
- Total accounts
- 341
- AUM per client
- $3.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 2 | $9.9M |
| High net worth individuals | 79 | $352.9M |
| Pension and profit sharing plans | 1 | $5.3M |
| Individuals (other than high net worth individuals) | 17 | $8.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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 | Clients | 100 | 99 | decreased by1 |
| Apr 1, 2026 | AUM | $355,700,000 | $376,600,000 | increased by$20,900,000 |
| Apr 1, 2026 | Accounts | 332 | 341 | increased by9 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 98 | 100 | increased by2 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $336,400,000 | $355,700,000 | increased by$19,300,000 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 315 | 332 | increased by17 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 6 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 85 | 98 | increased by13 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $247,300,000 | $336,400,000 | increased by$89,100,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 269 | 315 | increased by46 |
| Apr 1, 2022 | Employees | 6 | 7 | increased by1 |
| Apr 1, 2022 | Clients | 80 | 85 | increased by5 |
| Apr 1, 2022 | AUM | $203,200,000 | $247,300,000 | increased by$44,100,000 |
| Apr 1, 2022 | Accounts | 254 | 269 | increased by15 |
| 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 “INTELLIGENT CAPITALWORKS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“INTELLIGENT CAPITALWORKS” 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.