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INTELLICAPITAL ADVISORS LLC
CRD 316908File 801-135277
APPROVED
Retail clients
Filing as of Jul 22, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$118.9M
Bottom 25% of cohort (national)
Discretionary AUM
$113.3M
Non-discretionary $5.6M
Clients
79
451 accounts
Employees
3
Bottom 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Feb 5, 2026
- Principal office
- 4210 VALLEY RIDGE BLVD #130, 141, 142, PONTE VEDRA, FL, 32081
- Phone
- 866-438-1958
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $118.9M
- Discretionary AUM
- $113.3M
- Non-discretionary AUM
- $5.6M
- Discretionary accounts
- 320
- Non-discretionary accounts
- 131
- Total accounts
- 451
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 49 | $106.2M |
| Individuals (other than high net worth individuals) | 30 | $12.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- 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 |
|---|---|---|---|
| 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.