Intellus Advisors, LLC
Naples, FL·SEC-registered · CRD #332883
Intellus Advisors, LLC is an SEC-registered investment advisory firm in Naples, FL managing $1.4B across 3.6k client accounts, with 9 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.4B
Client accounts
3.6k
Advisory staff
9
Fee model
Fee-based
How Intellus Advisors, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
BEFORE YOU CALL INTELLUS ADVISORS, LLC
See how Intellus compares to your best-matched advisor
Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with Intellus Advisors, LLC. Free, about 2 minutes, no obligation.
Client reviews
No reviews yet
Worked with Intellus Advisors, LLC? Be the first to share your experience — every review is verified by a human before publishing.
Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.
Common questions about Intellus Advisors, LLC
How much does Intellus Advisors, LLC manage?
Per its most recent SEC Form ADV filing (03/25/2026), Intellus Advisors, LLC reports $1.4B in regulatory assets under management across roughly 3.6k client accounts.
How does Intellus Advisors, LLC charge?
Intellus Advisors, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Intellus Advisors, LLC a fiduciary?
Yes. Intellus Advisors, LLC is registered with the U.S. Securities and Exchange Commission (CRD #332883), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Intellus Advisors, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Intellus Advisors, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Naples, FL
Profile compiled from Intellus Advisors, LLC's public SEC Form ADV filing (CRD #332883, filed 03/25/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Intellus Advisors, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Intellus Advisors, LLC? Claim this profile.