Intellus Advisors, LLC
● SEC registered since 2024CRD 332883SEC# 801-131142Naples, FL
Reg. AUM
$1.35B
Employees
15
Accounts
3,462
Location
Naples, FL
Intellus Advisors, LLC assets under management
Intellus Advisors, LLC is a registered investment adviser overseen by the SEC based in Naples, FL. The firm has been registered since 2024. It reports $1.4 billion in regulatory assets under management and employs 15 people.
Intellus Advisors, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew S Warning | Chief Compliance Officer | Under 5% | 2024 |
| Bifrost Management, LLC Control | Member | 50-75% | 2024 |
| Chancy Ventures, LLC Control | Member | 50-75% | 2024 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Intellus Advisors, LLC manage?
Intellus Advisors, LLC reports $1.4 billion in regulatory assets under management on its Form ADV.
How many employees does Intellus Advisors, LLC have?
Intellus Advisors, LLC reports 15 employees.
Where is Intellus Advisors, LLC located?
Intellus Advisors, LLC is based in Naples, FL and has been SEC-registered since 2024.
Does Intellus Advisors, LLC disclose fund performance?
Intellus Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8625 Tamiami Trail N., Suite 301, Naples, FL 34108 |
| Phone | 239-649-3600 |
| Fax | 239-649-3611 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.35B▲ 17%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 28%
Larger than 72% of 16,271 advisers
EmployeesTop 30%
More than 70% of 16,825 advisers
Assets under management
$1.35Bregulatory AUM
Discretionary $1.3BNon-discretionary $51.4M