INTELLICAPITAL ADVISORS LLC

Overview

Intellicapital Advisors LLC is an independent, owner-operated registered investment adviser that targets individual and family clients through a mix of fee structures (percentage of AUM and fixed fees). The firm emphasizes financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers, positioning itself as a capital allocator as well as a discretionary portfolio manager. It does not position itself as an ESG specialist and operates under a single-state footprint rather than as a multi‑state adviser. Investment activity centers on pooled public funds and mutual funds as the core holding type, while the firm also sources external alternative managers for private market exposure. Intellicapital Advisors LLC appears to blend model or pooled strategies with selective third‑party allocations, using custodial platforms to execute and custody client assets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices