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Intellicents Investment Solutions INC

Intellicents Investment Solutions INC. CRD 107498

I

CRD: 107498

Intellicents Investment Solutions INC

Albert LEA, MN, 56007
5073772919
www.intellicents.com
$9.9B Total AUM
$6.9B Disc. AUM
25.1% 3Y CAGR
80 Employees
8,372 ADV. Clients
30 yrs Firm Age

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Firm Details

Custodian
Alerus · Charles Schwab & Company · Fidelity/NFS · Great-West Trust · Matrix Trust
Clients
Retail and Institutional
Platforms
Meridian unisonInsight insight +more
Established Date
02-29-1996
Office Locations
18

Office Locations

100 North Broadway Albert LEA MN
10333 E 21st ST N #203 Wichita KS
1111 Washington AVE, Suite115 Golden CO

About Intellicents Investment Solutions INC

Intellicents Investment Solutions is a multi-office advisory firm focused on workplace and retirement-plan financial guidance for American workers, with an emphasis on "over-serving the underserved." The team supports employers and participants with planning, education (webinars/resources), and portfolio construction using ETFs and mutual funds. Recognized as a NAPA Top DC Advisor Multi-Office Firm (2018-2022, 2024-2025).

Team overview

43 AVG AGE
$206.6M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
5.6 yrs AVG TENURE
80 Employees
48 Advisory Reps
51 RIA Reps
30yrs Firm Age

Insights

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Asset Classes

Optima timber Unison Vertex Atlas horizon Eagle insight Harbor foundation

Client Personas

Value matrix Wave

CRM

Alpha timber

Custodian

Signal timber Signal Matrix prime Ridge Ridge Delta Foundation radial Glacier north Harbor Vector Optima Foundation fusion

Investment Themes

Legacy beacon North North Meridian element Ember

Investment Vehicles

Optima Timber

Services

Wave Meridian Unison pathway Matrix Frontier fusion Alpha foundation Foundation Ridge pathway Vector Glacier Legacy

Technology

Crest legacy Legacy delta Ember eagle

Owner & Executives

B

BRADLEY KENT ARENDS

Chief Executive Officer, President

CRD
#1306576
Ownership
25% but less than 50%
(890) 575-8338
ridge.signal@unisoncapital.com
in linkedin.com/in/pioneer-eagle
G

GRANT STEPHEN ARENDS

Advisor, Chief Operating Officer

CRD
#2128767
Ownership
25% but less than 50%
(924) 431-2710
unison.crest@catalystcapital.com
in linkedin.com/in/pioneer-ridge
P

Peak momentum

Oak eagle radial

CRD
#17017
Ownership
26.9%
(369) 910-1703
north.momentum@elementcapital.com
in linkedin.com/in/peak-oak

Showing 2 of 10 owners & executives

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Contacts

D

DAVID KEITH ARNDT

Owner

CRD
#4433085
(373) 685-9873
zenith.momentum@timbercapital.com
in linkedin.com/in/ridge-legacy
KEVIN DANIEL ATNIP

KEVIN DANIEL ATNIP

--

CRD
#5881848
(914) 555-7659
horizon.vertex@capitalcapital.com
in linkedin.com/in/signal-vector
E

Ember atlas

Fusion element signal

CRD
#36352
(639) 549-5478
glacier.vertex@vectorcapital.com
in linkedin.com/in/insight-beacon

Showing 2 of 61 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
04-22-2022
03-21-2023
03-29-2024
10-24-2025
03-30-2026
Category Assets AVG. Account size
Discretionary $6,903,315,312 $1,644,821
Non-Discretionary $3,013,359,915 $738,026
Total $9,916,675,227 $1,197,666

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Separately Managed Accounts

Total SMA Asset: $9,916,675,227

$9.9B Total SMA
Public Funds:
21.8%
Equity - Exchange:
15.3%
Equity - OTC:
21.4%
Cash:
19.5%
U.S. Government/Agency:
22.0%
Asset class Assets Assets %
Public Funds $1,886,621,844 21.8%
Equity - Exchange $1,324,096,982 15.3%
Equity - OTC $1,852,004,929 21.4%
Cash $1,687,574,585 19.5%
U.S. Government/Agency $1,903,930,301 22.0%
Total $8,654,228,641 100.0%

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