Intelligent Capitalworks is an SEC registered investment adviser organized as a limited liability company with a primary office location in Scottsdale, AZ. Its latest Form ADV filing, dated March 31, 2026, reports $377M in regulatory assets under management, 6 employees, and 341 accounts.
Assets Under Management
$377M
Employees
6
Offices
--
Total Clients
99
Primary office
SCOTTSDALE, AZ
16427 NORTH SCOTTSDALE ROAD, SUITE 350, SCOTTSDALE, AZ, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 79.8% of total clients.
Top client categories% of clientsClients
1
HNWI
79.8%
79
2
Individuals
17.2%
17
3
Charitable
2.0%
2
4
Pension Plans
1.0%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$377Mas of March 31, 2026
Discretionary100.0%
$377M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$377M
Total Accounts341
10Y AUM Change+$238M (+171.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee17:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.