Intelligent Capitalworks
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
FINTRXOverview
Intelligent Capitalworks is an independent registered investment adviser organized as an LLC and SEC-registered since 2005. The firm is individually owned and serves both individual and family clients as well as institutional accounts. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee options. The firm reports a preference for equity investments and is not positioned as a capital allocator or pension consultant. It does not identify as an active ESG investor and is not designated as a multistate adviser or a related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities76%
- Public Funds/Mutual Funds16%
- Cash & Cash Equivalents4%
- US Government Bonds3%
- Other1%
Owners & executives
2 of 2
Vincent Rossi
Chief Investment Officer/Portfolio ManagerCRD 1201864
Monique Pressley
Chief Administrative OfficerCRD 3137684
Contacts
3 of 3
Jillian Carlson
AnalyticsCRD 6777195
Charles Rossi
Financial AdvisorCRD 6712618
Jennifer Rossi
Client Relationship ManagerCRD 5657858
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 10Active vs passive
$14.1M in ETFs
100%
$14.1M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $6M | 8,751 | 42.68% |
Location
Scottsdale, AZ
Maricopa
Location
Scottsdale, AZ
Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- Maricopa
- Address
- 16427 N Scottsdale Rd
- Time zone
- MT (UTC-7)
- Office locations
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