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INTELLICAPITAL ADVISORS LLC
CRD 316908 · SEC 801-135277
4210 VALLEY RIDGE BLVD #130, 141, 142, PONTE VEDRA, FL, 32081, United States
Phone
866-438-1958
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$118.9M
Discretionary AUM
$113.3M
Team
3 total employees; 2 advisory reps; 3 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 30 | $12.7M |
| High net worth individuals | 49 | $106.2M |
States served
FL
All web addresses on file
- https://opensea.io/_intellicapital
- https://www.facebook.com/profile.php?id=100086173937513
- https://www.linkedin.com/company/intellicapital-advisors-llc
- https://intellicapital.com
- https://twitter.com/_intellicapital
- https://www.instagram.com/intellicapital_advisors_llc
- https://indyfin.com/financial-advisor/florida/ponte-vedra/michael-mcalpin-4436877?src=email_sig
Official SEC filing: View on IAPD