Intelligent Capital Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Intelligent Capital Management provides discretionary investment management to individuals, corporate accounts, retirement accounts, trusts, and high-net-worth clients using model portfolios composed of diversified ETFs and no-load mutual funds. The firm does not offer specialized financial planning or tax advice but is willing to coordinate with clients’ other professionals.
The firm’s investment approach emphasizes long-term, tax-conscious, low-turnover model portfolios with client-approved equity/fixed-income allocations that range from 10%/90% to 90%/10%. Portfolios are diversified across U.S. and international equities, bond funds (including inflation-protected bonds), REITs, commodities, and emerging markets; clients are interviewed to determine risk tolerance, accounts are managed on a discretionary basis, and rebalancing and periodic reviews are performed.
Noteworthy features include a relatively small, concentrated client base (about 25 clients and roughly $5.4 million in discretionary assets), which the firm cites as supporting direct accessibility and individualized account maintenance. The advisor operates on a fee-only basis (no commissions or performance-based fees), uses TradePMR/First Clearing as custodian/broker-delivery partners, sends trade confirmations by email the day after trades, and provides monthly custodial statements; management also brings prior experience as an insurance agency owner and as a registered representative (Series 6/63).
Client services
Expertise
Fee options
1.0% of assets under management annually (charged bimonthly at 0.167%)
Account minimum: $100,000 (can be waived) Fee-only: Fee only, no commissions
Main office
Parma OH
Advisors at this office
1
Most active in
Ohio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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