Intellus Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, divorce planning, education planning, estate planning, insurance, philanthropic planning, and tax planning. Financial planning was provided to 1,000 clients last fiscal year.
Intellus Advisors reports 1,029 clients. They include 845 individual clients, 157 high-net-worth individuals and 10 banking or thrift institutions. Of its assets, 96.2% ($1.3B across 3,301 accounts) are managed with discretion; $51.4M across 161 accounts are not. A wrap fee program the firm both sponsors and manages holds $1.3B. Of its clients, 1% are outside the U.S. It advised 4 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 82% | 31% |
| High-net-worth individuals | 15% | 64% |
| Banking or thrift institutions | <1% | <1% |
| Pension and profit-sharing plans | <1% | 2% |
| Corporations and other businesses | <1% | 3% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 845 | $413M | 30.6% | $489K |
| High-net-worth individuals | 157 | $868M | 64.3% | $5.53M |
| Banking or thrift institutions | 10 | $12.4M | 0.9% | $1.24M |
| Pension and profit-sharing plans | 8 | $21M | 1.6% | $2.63M |
| Corporations and other businesses | 9 | $36M | 2.7% | $4M |
| Total | 1,029 | $1.35B | 100% | $1.31M |
- Clients
- 845
- Regulatory AUM
- $413M
- AUM share
- 30.6%
- Avg. per client
- $489K
- Clients
- 157
- Regulatory AUM
- $868M
- AUM share
- 64.3%
- Avg. per client
- $5.53M
- Clients
- 10
- Regulatory AUM
- $12.4M
- AUM share
- 0.9%
- Avg. per client
- $1.24M
- Clients
- 8
- Regulatory AUM
- $21M
- AUM share
- 1.6%
- Avg. per client
- $2.63M
- Clients
- 9
- Regulatory AUM
- $36M
- AUM share
- 2.7%
- Avg. per client
- $4M
Total
- Clients
- 1,029
- Regulatory AUM
- $1.35B
- AUM share
- 100%
- Avg. per client
- $1.31M
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 4
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1000
Intellus Advisors charges 0.50%–1.25% a year for its Investment Management and Wealth Management Fees. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Stand-alone Financial Planning
- Hourly fees for stand-alone financial planning engagements can be up to $650 per hour, billed monthly in arrears.
Bifrost Management, LLC owns 50% to 75% of Intellus Advisors and is in turn owned by K. Barton Lewis Revocable Trust U/A DTD (75% or more). Kearsley Lewis is CEO; the leadership team includes Chief Financial Officer Karen Chancy and Chief Compliance Officer Andrew Warning. It has 15 employees, 9 of them in advisory roles.
Leadership
- Kearsley LewisCo-Manager, Chief Executive Officer
- Karen ChancyCo-Manager, Chief Financial Officer
- Andrew WarningChief Compliance
Investment adviser representatives
9 representatives listed in the SEC register as of 9 October 2026.
- Tanner Jay Betts
- Ryan Bousquet
- Karen M Chancy
- Nancy Farias
- Kearsley Barton Lewis
- Kevin Rice
- Joshua Gary Sankes
- Nathan Myer Shaffer
- James Charles Snyder
Staff
- 15 employees
- 9 in advisory functions
- 9 state-registered reps
- 6 insurance agents
- Owns 50% to 75% of Intellus Advisors, LLC
Bifrost Management, LLC
Control person · since August 2024
- Owns 75% or more of Bifrost Management, LLC
K. Barton Lewis Revocable Trust U/A DTD
Control person · since August 2024
- Owns 75% or more of K. Barton Lewis Revocable Trust U/A DTD
Kearsley Lewis
Control person · since August 2015
- Owns 50% to 75% of Intellus Advisors, LLC
Chancy Ventures, LLC
Control person · since August 2024
- Owns 75% or more of Chancy Ventures, LLC
Karen M. Chancy Trust U/A
Control person · since August 2024
- Owns 75% or more of Karen M. Chancy Trust U/A
Karen Chancy
Control person · since December 2019
Intellus Advisors’ regulatory assets grew from $1.18B (June 2025) to $1.35B (March 2026); clients were 1,029 in both filings and employees rose from 12 to 15.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $1.35B | 1,029 | 15 | 2 |
| June 2025 | $1.18B | 1,032 | 12 | 2 |
Besides its headquarters, Intellus Advisors has 1 office, with 2 listed addresses in Florida.
Florida · 2 listed addresses
- 8625 Tamiami Trail N., Suite 301, NaplesHQ
- 2999 S. Tamiami Trail, Sarasota
Other business names
Intellus Advisors has reported 1 other business name to the SEC.
- Intellus Advisors Wealth Management
Contact and registration details
- Legal name
- Intellus Advisors, LLC
- Headquarters
- 8625 Tamiami Trail N., Suite 301, Naples, FL 34108
- Website
- intellusadvisors.com
- Phone
- 239-649-3600
- @intellusadvisors
- SEC file
- 801-131142
- Founded
- 2017
- Structure
- Florida LLC
- Fiscal year end
- December
Intellus Advisors uses Raymond James ($1.35B) as custodian for its separately managed accounts. Intellus Advisors has custody of $6.88M in client assets for 28 clients.
- Raymond JamesRaymond James & Associates, Inc. · St. Petersburg, FL · $1.35B100%
At year end, Intellus Advisors’ separately managed accounts were mostly in stocks (59%) and funds (26%). Its reported 13F holdings for the quarter ended 30 June 2026 total $823M across 134 positions; the largest are Invesco Qqq Trust (11.0%), Vanguard Dividend Appreciation ETF (6.5%) and American Century Quality Diversified International ETF (6.3%).
What the accounts hold
- Stocks59%
- Exchange-traded equities32%
- Non-exchange-traded equities27%
- Funds26%
- Registered funds25%
- Pooled vehicles1%
- Bonds4%
- U.S. government and agency bonds2%
- High-yield corporate bonds2%
- Cash10%
- Other1%
- Private funds/alternatives1%
Reported 13F holdings
- $823M
- Reported 13F value
- 134
- Positions
- 54.3%
- In the 10 largest
- +12.5%
- Value vs. prior quarter
- Invesco Qqq Trust · Unit Ser 111.0%
- Vanguard Dividend Appreciation ETF · Div App ETF6.5%
- American Century Quality Diversified International ETF · Quality Divrsfed6.3%
- iShares Gold TR iShares New · iShares New5.4%
- Hartford Multifactor Developed Markets (ex-us) ETF · Hartford Mlt ETF5.2%
- JPMORGAN U.S. Quality Factor ETF · US Qualty Fctr5.0%
- J P Morgan ETF Active Value ETF · Active Value ETF4.7%
- Federated Hermes Mdt Small Cap Core ETF · Mdt Small Cap3.6%
- Cambria Shareholder Yield ETF · Shshld Yield ETF3.4%
- First Trust Value Line Dividend Index Fund3.3%
Together, the ten largest are 54.3% of reported value.
How many clients does Intellus Advisors have?
Intellus Advisors has 1,029 clients and manages $1.35 billion for them, as of March 2026. They include 845 individual clients, 157 high-net-worth individuals and 10 banking or thrift institutions.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026
What services does Intellus Advisors offer?
Intellus Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, divorce planning, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Intellus Advisors charge?
Intellus Advisors charges 0.50%–1.25% a year for its Investment Management and Wealth Management Fees. The fee is billed in advance and is negotiable.
Source: INTELLUS ADVISORS ADV PART 2A BROCHURE 3 2026, filed 25 March 2026
Which custodians does Intellus Advisors use?
Intellus Advisors’ separately managed account assets are held at Raymond James & Associates, Inc. (St. Petersburg, FL), with $1.35B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 March 2026
How many financial advisors does Intellus Advisors have?
Intellus Advisors has 9 investment adviser representatives registered with state securities authorities, out of 15 employees, and 9 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 6 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Intellus Advisors invest in?
At the end of its last fiscal year, Intellus Advisors’ separately managed accounts held 32% exchange-traded equities, 27% non-exchange-traded equities, 25% registered funds (mutual funds, ETFs, BDCs), 10% cash and equivalents, 2% U.S. government and agency bonds, 2% high-yield corporate bonds, 1% pooled vehicles (private funds and similar) and 1% other. The 1% other category is described as: Private Funds/Alternatives.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Intellus Advisors?
Intellus Advisors is owned through a chain of holding companies by Karen Chancy and Kearsley Lewis. Its direct owners are Bifrost Management, LLC (50% to 75%) and Chancy Ventures, LLC (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 25 March 2026
How does Intellus Advisors get paid?
Intellus Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Intellus Advisors registered with the SEC?
Yes, Intellus Advisors has been registered with the SEC as an investment adviser since 18 September 2024. Its CRD number is 332883 and its SEC file number is 801-131142.
Source: Form ADV Part 1A, Item 1, filed 25 March 2026; IAPD firm record
How do I contact Intellus Advisors?
Intellus Advisors’ main office is at 8625 Tamiami Trail N., Suite 301, Naples, FL 34108. Its phone number is 239-649-3600. Its website is intellusadvisors.com.