I
Intelligent Investments
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$17,150,000
Total clients
66
3% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
66
Average account size
$259,848
About
Intelligent Investments advises individuals (including high‑net‑worth clients), trusts, estates, and business entities with comprehensive portfolio management and financial planning or consulting on a case‑by‑case basis. The firm structures portfolios using individual stocks and bonds, ETFs, mutual funds, options and other public or private securities and maintains custody relationships through Charles Schwab.
The firm provides individualized, non‑discretionary portfolio management, meeting with clients to determine goals and reviewing accounts at least annually (quarterly for certain accounts), while generally investing client cash in conservative instruments such as money market funds and FDIC‑insured deposits. Its methods of analysis include fundamental, technical, cyclical and charting techniques and it employs a range of strategies from long‑term holdings to trading, margin and options, with clients able to impose reasonable investment restrictions.
What is distinctive is the principal’s multi‑role background: the managing member is a licensed attorney who spends about one‑third of his time on legal work and is also a licensed insurance agent (approximately 5% of time), both of which the firm discloses and addresses as potential conflicts. The firm also reports all $14.6 million in assets as non‑discretionary, does not accept proxy‑voting or discretionary authority, and the principal’s adjunct teaching experience combined with access to Charles Schwab’s educational resources suggests the firm has experience delivering educational content or workshops in addition to advisory services.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Options & derivatives strategies
Active portfolio management
Fee options
Fixed fees for financial planning from $500 to $1,500 depending on complexity
1% annually flat fee for assets under management
Financial planning charged at $200 per hour in 15-minute increments
Minimum fee: Flat fee negotiated with client for bond-heavy portfolios, e.g., $1,500 annually Fee-only: Financial planning charged at $200 per hour or fixed fees ranging from $500 to $1,500 depending on complexity
Main office location
Intelligent Investments
2101 West 41 St Street, Suite 2000 A
Sioux Falls SD 57105, United States
Number of offices
1
Most active in
Intelligent Investments has reported serving >5 clients in these states in the last 12 months.
Iowa · Minnesota · Oklahoma · South Dakota
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
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.
-
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
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")