INTELLUS ADVISORS, LLC

CRD 332883File 801-131142

APPROVED

Retail clients

Custody

Filing as of Mar 25, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.35B

Above cohort median (national)

Discretionary AUM

$1.30B

Non-discretionary $51.4M

Clients

1,029

3,462 accounts

Employees

Top 25% of cohort in FL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: MIRO
Registration date: Sep 18, 2024
Principal office: 8625 TAMIAMI TRAIL N., SUITE 301, NAPLES, FL, 34108
Phone: 239-649-3600
Website: https://www.intellusadvisors.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.35B
Discretionary AUM: $1.30B
Non-discretionary AUM: $51.4M
Discretionary accounts: 3,301
Non-discretionary accounts: 161
Total accounts: 3,462
AUM per client: $1.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	9	$36.0M
High net worth individuals	157	$867.7M
Banking or thrift institutions	10	$12.4M
Pension and profit sharing plans	8	$21.0M
Individuals (other than high net worth individuals)	845	$413.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
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: 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 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.