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INTELLIGENCE DRIVEN ADVISERS, LLC
CRD 299589File 801-114418
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$881.9M
Above cohort median (national)
Discretionary AUM
$881.9M
Clients
660
659 accounts
Employees
22
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Dec 17, 2018
- Principal office
- 2792 GATEWAY ROAD, CARLSBAD, CA, 92009
- Phone
- (888) 401-2083
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $881.9M
- Discretionary AUM
- $881.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 659
- Non-discretionary accounts
- 0
- Total accounts
- 659
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 4 | $4.4M |
| Investment companies | 1 | $29.5M |
| Charitable organizations | 2 | $891K |
| High net worth individuals | 421 | $771.1M |
| Pension and profit sharing plans | 4 | $5.5M |
| Individuals (other than high net worth individuals) | 228 | $70.5M |
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 other
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This 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.