← Tributary

INTELLICAPITAL ADVISORS LLC

PONTE VEDRA, FL · CRD 316908 · IAPD ↗ · opensea.io · 866-438-1958

$116.3MRegulatory AUM
2Advisory reps
3Employees
3Clients
51-100Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
September 2026 — INTELLICAPITAL ADVISORS LLC now reports custody of client assets ($9.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
44
August 2026 — INTELLICAPITAL ADVISORS LLC notice-filed in GA, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
March 2026 — INTELLICAPITAL ADVISORS LLC (PONTE VEDRA, FL) is newly SEC-registered with $118.9M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.