FORT MILL, SCCRD 318570Latest ADV January 16, 2026
Intentional is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fort Mill, SC. Its latest Form ADV filing, dated January 16, 2026, reports $176M in regulatory assets under management, 3 employees, 1 office, and 395 accounts.
Top client segmentIndividuals represent 88.3% of total clients.
Top client categories% of clientsClients
1
Individuals
88.3%
353
2
HNWI
10.5%
42
3
Pension Plans
1.3%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$176Mas of January 16, 2026
Discretionary100.0%
$176M
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.
Total AUM$176M
Total Accounts395
10Y AUM Change+$176M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee133:1
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.