A complete list of active advisors currently associated with Intellicapital Advisors LLC

Warmer can help you find a great advisor at Intellicapital Advisors LLC or one who fits your needs even better.

Intellicapital Advisors LLC provides discretionary and non‑discretionary investment advisory and financial planning services primarily to individual and high‑net‑worth clients. Offerings include ongoing portfolio management, financial planning, selection of third‑party advisers and assistance with private fund and venture capital investments. The firm documents client goals and risk tolerance in an Investment Policy Statement and applies cyclical, fundamental, modern portfolio theory and quantitative analysis to construct portfolios, at times using long‑term trading, options and margin strategies. Intellicapital also uses third‑party platforms (AssetMark, Schwab) and an order management system (Pontera) to implement asset allocation and rebalance held‑away retirement accounts like 401(k)s and HSAs while maintaining separate custody and billing arrangements. Intellicapital’s brochure identifies an affiliation with an insurance company and specifically lists insurance products, including annuities, among the investments it advises on—an affiliation that is less common among supported firms. The firm also highlights formal private placement due diligence for accredited investors and notes a recent transition from state to SEC registration, which together make its service mix and infrastructure somewhat distinctive relative to peers.

To learn more about the advisors currently working at Intellicapital Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.