Intelligent Capitalworks

RIASEC Registered

Total AUM

$377M

Discretionary

$377M

100% of AUM

Avg account

$1.1M

Accounts

341

Employees

Advisory reps

Firm details

Headquarters: Scottsdale, Arizona
CRD number: 135081
Registered since: June 23, 2005
Website: intelligentcapitalworks.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI93.71%
Charitable Organizations2.63%
Individuals2.26%
Pension & Profit Sharing Plans1.41%
Services: Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Intelligent Capitalworks is an independent registered investment adviser organized as a limited liability company. The firm is registered with the SEC (registered in 2005) and is owned by an individual principal. Its client mix includes high-net-worth individuals and families as well as institutional relationships. Service lines emphasize financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Pricing is flexible across percentage-of-AUM arrangements as well as hourly and fixed fees. The firm does not identify as an active ESG investor and is not classified as a multi-state or newly formed adviser.