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INTELLUS ADVISORS, LLC

dba INTELLUS ADVISORS, LLC · CRD 332883 · Registered Investment Adviser

INTELLUS ADVISORS, LLC is a Registered Investment Adviser headquartered in NAPLES, FL. The firm reports $1,350,450,329 in regulatory assets under management across 3,462 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$1,299,034,631
Non-discretionary$51,415,698
Total RAUM$1,350,450,329
Accounts3,462

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 332883. adviserinfo.sec.gov/firm/summary/332883.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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