Intelligent Capital Management LLC
RIASEC Registered
Total AUM
$5.4M
Discretionary
$5.4M
100% of AUM
Avg account
$217K
Accounts
25
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 150928
- Custodians
- TRADE-PMR INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Intelligent Capital Management LLC is an independent, individually owned registered investment adviser that serves mainly individual and family clients. The firm charges fees as a percentage of assets under management and focuses on portfolio management for individuals and small businesses. It is not positioned as a capital allocator, does not identify as a multi-state or pension consultant, and is not flagged as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities85%
- Cash & Cash Equivalents15%
Contacts
1 of 1Carl Paskert
CRD 4634120
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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