DFX Intelligence

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

INTELUS ADVISORY GROUP, LLC

CRD 310180

BIRMINGHAM, AL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:086790e4-d3a2-3bc2-c4e6-dcd55f94533c

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 1
Observed: Mar 31, 2026 to Mar 31, 2026
1 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

Intelus Advisory Group, LLC

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $89.4MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $78.5M
Private client RAUM: $63.9MderivedItem 5.D individuals plus high net worth individuals
Private client share: 71%derivedprivate client RAUM over total RAUM
Employees: 3
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 457
Individual clients: 249
High net worth clients: 41
Custody, client assets: $77.4M
CRD: 310180
Filings on the tape: 1
First filed: Mar 31, 2026
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, AL

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
STANLEY TERRELL FUNCHES	Certified Financial Planner\|Chartered Financial Consultant	BIRMINGHAM, AL	5	28	4	yes

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	n/a	0	0	0	0	1

Relationships

Registered with (2)

← STANLEY TERRELL FUNCHESAdvisorregistration: current employment
Oct 20, 2020 to presentfactForm ADV
← URIAH DESHAWN WILLIAMSAdvisorregistration: previous registration
Feb 13, 2023 to Jan 30, 2026factForm ADV

Dated events

Occurred
Jan 30, 2026
Advisor changed firm
Uriah Deshawn Williams left Intelus Advisory Group, Llc for Lpl Financial Llc (registered 2025-08-06)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:086790e4-d3a2-3bc2-c4e6-dcd55f94533c
First observed: Mar 31, 2026
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

INTELUS ADVISORY GROUP, LLC

CRD 310180

BIRMINGHAM, AL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:086790e4-d3a2-3bc2-c4e6-dcd55f94533c

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:51 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

STANLEY TERRELL FUNCHES

Certified Financial Planner|Chartered Financial Consultant

BIRMINGHAM, AL

yes

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

n/a