CRD: 316908
Intellicapital Advisors LLC
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-09-2021
- Office Locations
- 1
Office Locations
About Intellicapital Advisors LLC
Intellicapital Advisors LLC is a retail-focused RIA in Ponte Vedra, FL providing financial and investment planning, portfolio construction, and tax/estate and insurance planning. Portfolios emphasize diversified public funds and ETFs alongside fixed income, with an asset-allocation and risk-management approach. Custodies primarily at Schwab and Fidelity/NFS and uses tools such as Black Diamond and eMoney.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Michael Patrick McAlpin
Chief Compliance Officer, Managing Partner
- CRD
- #4436877
- Ownership
- 75% or more
Robert Joseph Fremont
Managing Partner, Wealth Advisor
- CRD
- #4283619
- Ownership
- 5% but less than 10%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $113,332,967 | $354,166 |
| Non-Discretionary | $5,590,986 | $42,679 |
| Total | $118,923,953 | $263,689 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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