Intentional, LLC
● SEC registered since 2022CRD 318570SEC# 801-123251Fort Mill, SC
Reg. AUM
$175.8M
Employees
3
Accounts
395
Location
Fort Mill, SC
Intentional, LLC assets under management
Intentional, LLC operates as an SEC-registered investment adviser based in Fort Mill, SC. The firm has been registered since 2022. It reports $175.8 million in regulatory assets under management and employs 3 people.
Intentional, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James E Roberts Control | Chief Compliance Officer | Under 5% | 2022 |
| Rice Financial LLC Control | Holding Company | 50-75% | 2022 |
| The Roberts Companies, Inc Control | Holding Company | 50-75% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Intentional, LLC manage?
Intentional, LLC reports $175.8 million in regulatory assets under management on its Form ADV.
How many employees does Intentional, LLC have?
Intentional, LLC reports 3 employees.
Where is Intentional, LLC located?
Intentional, LLC is based in Fort Mill, SC and has been SEC-registered since 2022.
Does Intentional, LLC disclose fund performance?
Intentional, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 850 Bee Balm Trail, Fort Mill, SC 29708 |
| Phone | 1-866-752-6410 |
| Office hours | 8:30 a.m.- 4:30 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$175.8M▲ 19%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$175.8Mregulatory AUM
Discretionary $175.8M