This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.95 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$1.4BItem 5.F on the latest filing (2026-03-25); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$1.3B

Private client RAUM

$1.3BderivedItem 5.D individuals plus high net worth individuals

Private client share

95%derivedprivate client RAUM over total RAUM

Advisors on IAPD

9

RAUM per advisor

$150Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

15

Advisory employees

9

Offices

1Schedule D 1.F, beyond the principal office

Accounts

3,462

Individual clients

845

High net worth clients

157

Custody, client assets

$6.9M

SEC number

801-131142

CRD

332883

Filings on the tape

8

First filed

Aug 19, 2024

Latest filed

Mar 25, 2026

Organised

Limited Liability Company, FL

Website

intellusadvisors.com

• Occurred

  Oct 2, 2024
  Team lift-out

  8 advisors left Raymond James & Associates, Inc. (Naples, FL) for Intellus Advisors, LLC within 6 days

  Form ADVobserved 5 days ago
  8 advisors
• Occurred

  Aug 19, 2024
  First Form ADV filing

  Intellus Advisors, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d5a3a3f3-9237-9eed-3f3d-0b57904253e5

First observed

Aug 19, 2024

Last observed

Mar 25, 2026 6 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.