PONTE VEDRA, FLCRD 316908Latest ADV February 16, 2026
Intellicapital Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Ponte Vedra, FL. Its latest Form ADV filing, dated February 16, 2026, reports $119M in regulatory assets under management, 3 employees, and 451 accounts.
Assets Under Management
$119M
Employees
3
Offices
--
Total Clients
79
Primary office
PONTE VEDRA, FL
4210 VALLEY RIDGE BLVD #130, 141, 142, PONTE VEDRA, FL, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 62.0% of total clients.
Top client categories% of clientsClients
1
HNWI
62.0%
49
2
Individuals
38.0%
30
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$119Mas of February 16, 2026
Discretionary95.3%
$113M
95% of total RAUM95.3%
Non-discretionary4.7%
$6M
5% of total RAUM4.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$119M
Total Accounts451
10Y AUM Change—
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee26:1
10Y Employee Change—
* 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.