Intellus Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Naples, FL. Its latest Form ADV filing, dated March 25, 2026, reports $1.4B in regulatory assets under management, 15 employees, 1 office, and 3,462 accounts.
Assets Under Management
$1.4B
Employees
15
Offices
1 office
Total Clients
1,029
Primary office
NAPLES, FL
8625 TAMIAMI TRAIL N., SUITE 301, NAPLES, FL, 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 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 82.1% of total clients.
Top client categories% of clientsClients
1
Individuals
82.1%
845
2
HNWI
15.3%
157
3
Banks
1.0%
10
4
Corporations
0.9%
9
5
Pension Plans
0.8%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.4Bas of March 25, 2026
Discretionary96.2%
$1.3B
96% of total RAUM96.2%
Non-discretionary3.8%
$51M
4% of total RAUM3.8%
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$1.4B
Total Accounts3,462
10Y AUM Change+$1.4B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee69:1
10Y Employee Change+2 (+15.4%)
* 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.