INTELLUS ADVISORS, LLC
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
FINTRXOverview
Intellus Advisors, LLC is an independent, SEC-registered advisory firm organized as an LLC and identified as a capital allocator that serves both individual/family and institutional clients. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. The firm also operates as an insurance broker and lists an insurance company among its industry affiliations. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, which allows for flexible pricing across planning and managed-account relationships. The firm is not positioned as an ESG investor and does not describe itself as a multi-state adviser.
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 Equities32%
- Non-Exchange Traded Equities27%
- Public Funds/Mutual Funds25%
- Cash & Cash Equivalents10%
- US Government Bonds2%
Owners & executives
1 of 1ANDREW WARNING
Chief Compliance OfficerCRD 3211861
Contacts
3 of 9KEARSLEY LEWIS
Managing PartnerCRD 2659762
KAREN CHANCY
Managing PartnerCRD 3149625
Tanner Betts
Financial AdvisorCRD 6878227
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 46Active vs passive
$562M in ETFs
70%
$395M
17%
$168M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $72.2M | 125,077 | 12.84% |
Location
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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