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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Intellus Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Intellus Advisors charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Intellus Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Intellus Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Intellus Advisors invest in?","answer":"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. 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