INTELLIGENT INVESTING

RIASEC Registered

Total AUM

$54.3M

Discretionary

$53.2M

98% of AUM

Avg account

$431K

Accounts

126

Employees

Advisory reps

Firm details

Headquarters: GREENVILLE, South Carolina
CRD number: 286436
Website: investedwithyou.com
Custodians: CHARLES SCHWAB & CO., INC., PONTERA, NATIONWIDE SECURITIES, LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI76.37%
Individuals17.86%
Charitable Organizations5.77%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Intelligent Investing is an independent, owner-operated RIA structured as a limited liability company that serves individuals, families and institutional clients. Its advisory mix includes financial planning, portfolio management for individuals and businesses, pension consulting and educational workshops. The firm charges a blend of percentage-of-AUM, hourly and fixed fees. Investment activity is concentrated in publicly traded equities, executed largely through separately managed equity sleeves, with complementary allocations to mutual funds and corporate debt for income and tactical positioning. The adviser does not position itself as an ESG-focused manager and is not registered as a multi-state or newly formed adviser.