Intellus Advisors, LLC

RIASEC RegisteredEst. 2024
Total AUM
$1.4B
Discretionary
$1.3B
96% of AUM
Avg account
$390K
Accounts
3,462
Employees
15
Advisory reps
10

Firm details

Headquarters
Naples, Florida
CRD number
332883
Registered since
September 18, 2024
Website
www.intellusadvisors.com
Custodians
RAYMOND JAMES & ASSOCIATES, INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI64.26%
  • Individuals30.6%
  • Corporations / Businesses2.67%
  • Pension & Profit Sharing Plans1.56%
  • Banking / Thrift Institutions0.92%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Intellus Advisors, LLC is an independent SEC-registered registered investment adviser that began formal SEC registration in 2024 and operates as a capital allocator for both individual/family and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services while also operating as an insurance broker. Its fee arrangements include percentage-of-AUM, hourly, and fixed-fee structures. Intellus does not identify as an active ESG investor and is not described as a multi-state adviser in the supplied data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 32%, Non-Exchange Traded Equities 27%, Public Funds/Mutual Funds 25%, Cash & Cash Equivalents 10%, US Government Bonds 2%, Non-Investment Grade Corp Bonds 2%, Private Funds 1%, Other 1%32%
  • Exchange Traded Equities32%
  • Non-Exchange Traded Equities27%
  • Public Funds/Mutual Funds25%
  • Cash & Cash Equivalents10%
  • US Government Bonds2%

Owners & executives

1 of 1
  • Andrew Warning

    Andrew Warning

    Chief Compliance OfficerCRD 3211861

Contacts

3 of 9
  • Kearsley Lewis

    Kearsley Lewis

    Managing PartnerCRD 2659762

  • Karen Chancy

    Karen Chancy

    Managing PartnerCRD 3149625

  • Tanner Betts

    Tanner Betts

    Financial AdvisorCRD 6878227

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 46

Active vs passive

$562M in ETFs

Passive

70%

$395M

Active

17%

$168M

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO QQQ TRUST SERIES 1 (QQQ)InvescoPassiveLarge Growth$72.2M125,07712.84%
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Location

Primary office

Naples, FL

Collier

Location

Naples, FL

Headquartered in Naples, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.

Metro area
Cape Coral-Fort Myers-Naples, FL
Region
South
County
Collier
Address
8625 Tamiami Trl N
Time zone
ET (UTC-5)
Office locations

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