Intellicapital Advisors LLC

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Client assets under management

$118,923,953

Clients

62% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$1,505,366

About

Intellicapital Advisors LLC provides discretionary and non‑discretionary investment advisory and financial planning services primarily to individual and high‑net‑worth clients. Offerings include ongoing portfolio management, financial planning, selection of third‑party advisers and assistance with private fund and venture capital investments.

The firm documents client goals and risk tolerance in an Investment Policy Statement and applies cyclical, fundamental, modern portfolio theory and quantitative analysis to construct portfolios, at times using long‑term trading, options and margin strategies. Intellicapital also uses third‑party platforms (AssetMark, Schwab) and an order management system (Pontera) to implement asset allocation and rebalance held‑away retirement accounts like 401(k)s and HSAs while maintaining separate custody and billing arrangements.

Intellicapital’s brochure identifies an affiliation with an insurance company and specifically lists insurance products, including annuities, among the investments it advises on—an affiliation that is less common among supported firms. The firm also highlights formal private placement due diligence for accredited investors and notes a recent transition from state to SEC registration, which together make its service mix and infrastructure somewhat distinctive relative to peers.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Options & derivatives strategies Private / alternative investments Tax-loss harvesting

Fee options

Fixed

Financial planning fees: $125 to $3,500 depending on service; Digital Vault $240; Digital Footprint Protection $300 per person; Black Diamond Performance Tracking $250; Tax Planning fees $250 to $850; Family Mapping $600 or $125 update

Percentage

$0 - $1,000,000: 1.12% $1,000,001 - $2,000,000: 0.97% $2,000,001 - $3,000,000: 0.85% $3,000,001 - $5,000,000: 0.69% $5,000,001+: 0.62%

Other

Account minimum: $250,000 (may be waived at firm's discretion) Fee-only: Fixed financial planning fees ranging from $125 to $3,500 depending on service

Main office location

Intellicapital Advisors LLC

4210 Valley Ridge Blvd #130, 141, 142

Ponte Vedra FL 32081, United States

Number of offices

Most active in

Florida

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Instagram Website 866-438-1958

Advisors at this firm

Robert F

Series 63, Series 66

Ponte Vedra, FL

Intellicapital Advisors LLC

Robert Fremont is a financial advisor at Intellicapital Advisors LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Fidelity Investments, Principal Securities Inc, and Principal Life Insurance Company. Intellicapital Advisors LLC provides discretionary and non-discretionary investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm uses a combination of cyclical, fundamental, modern portfolio theory, and quantitative analysis to construct portfolios and offers specialized services including private fund and venture capital investment assistance.

Options & derivatives strategies Private / alternative investments Tax-loss harvesting

Michael M

CFP®, Series 63, Series 66

Ponte Vedra, FL

Intellicapital Advisors LLC

Michael Mcalpin is a CFP® with 18 years of industry experience, currently serving as an advisor at Intellicapital Advisors LLC since 2021. His prior experience includes roles at Strategic Advisors LLC and Fidelity Brokerage Services, LLC. Intellicapital Advisors LLC provides discretionary and non-discretionary investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm employs a variety of analytical approaches to portfolio construction and offers services including ongoing management, financial planning, third-party adviser selection, and private fund and venture capital investment assistance.

Options & derivatives strategies Private / alternative investments Tax-loss harvesting

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