I
Intelligent Capital Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$5,412,931
Total clients
25
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
25
Average account size
$216,517
About
Intelligent Capital Management provides discretionary investment management to individuals, corporate accounts, retirement accounts, trusts, and high-net-worth clients using model portfolios composed of diversified ETFs and no-load mutual funds. The firm does not offer specialized financial planning or tax advice but is willing to coordinate with clients’ other professionals.
The firm’s investment approach emphasizes long-term, tax-conscious, low-turnover model portfolios with client-approved equity/fixed-income allocations that range from 10%/90% to 90%/10%. Portfolios are diversified across U.S. and international equities, bond funds (including inflation-protected bonds), REITs, commodities, and emerging markets; clients are interviewed to determine risk tolerance, accounts are managed on a discretionary basis, and rebalancing and periodic reviews are performed.
Noteworthy features include a relatively small, concentrated client base (about 25 clients and roughly $5.4 million in discretionary assets), which the firm cites as supporting direct accessibility and individualized account maintenance. The advisor operates on a fee-only basis (no commissions or performance-based fees), uses TradePMR/First Clearing as custodian/broker-delivery partners, sends trade confirmations by email the day after trades, and provides monthly custodial statements; management also brings prior experience as an insurance agency owner and as a registered representative (Series 6/63).
Client services
Portfolio management
Expertise
Passive / index investing
Wealth management
Fee options
1.0% of assets under management annually (charged bimonthly at 0.167%)
Account minimum: $100,000 (can be waived) Fee-only: Fee only, no commissions
Main office location
Intelligent Capital Management LLC
Parma OH, United States
Number of offices
1
Most active in
Intelligent Capital Management LLC has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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