I
Intellivest Securities, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
0
Total advisors
1
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
The firm provides investment advice and research services to investors and issuers, covering publicly traded equities and private placements, and it issues periodicals and special reports. It distributes subscription-based research (including reports produced by an affiliated non‑broker‑dealer) and offers charts, analytical tools and negotiated consulting engagements to clients and issuers.
Its investment process blends fundamental, technical and charting analysis and draws on sources such as financial press, corporate filings and third‑party research; strategies include both long‑term purchases and shorter‑term trading. Compensation is structured primarily through hourly consulting arrangements and publication subscriptions rather than through percentage‑of‑assets fees, with negotiable terms and refund provisions for prepaid work.
The firm is atypical among peer investment managers in several respects: it operates as a broker‑dealer engaged in distributing private placements, it is affiliated with a practicing attorney and with a separate research entity, and it plans to receive and redistribute third‑party research in compliance with FINRA Rule 2711(H)(13)(A). It may accept cash or securities from issuers for producing or distributing research and may pay finders’ fees, arrangements the firm says are disclosed under its internal policies.
Client services
Financial planning
Newsletters or periodicals
Security ratings or pricing
Fee options
Fixed fees negotiated for special reports and charts/graphs/formulas
Hourly fees from $190 to $850 per hour depending on project hours
Fee-only: Hourly fees ranging from $190 to $850 per hour depending on project hours; fixed fees also negotiated
Main office location
Intellivest Securities, Inc.
Riverdale GA, United States
Number of offices
0
Most active in
Intellivest Securities, Inc. has reported serving >5 clients in these states in the last 12 months.
Georgia
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:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Lawyer
They provide legal services, typically billed separately.
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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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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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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