$881.9M Total AUM
$881.9M Disc. AUM
-- 3Y CAGR
22 Employees
725 ADV. Clients
7 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- CapitalCrest momentum +more
- Established Date
- 12-17-2018
- Office Locations
- 5
Office Locations
16 Inverness PL East E-100 Englewood CO
25220 Hancock AVE Suite 310 Murrieta CA
2792 Gateway Road Carlsbad CA
About Intelligence Driven Advisers, LLC
Intelligence Driven Advisers is an SEC-registered, independent, 100% management-owned RIA providing holistic investment management, wealth management, financial planning, 401(k) fiduciary advice, and tax planning. The firm serves private clients and families as well as institutions, including Native American Nations/Corporations, with a research-driven approach and a fiduciary-first posture; it custody-clears via Charles Schwab and publishes investor education (Financial Detox podcast, webinars, videos).
Team overview
48 AVG AGE
$80.2M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
4.1 yrs AVG TENURE
22 Employees
11 Advisory Reps
14 RIA Reps
7yrs Firm Age
Insights
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Accredited Investors
Quantum momentum
Asset Classes
Peak Meridian Beacon zenith Summit fusion North radial
Client Personas
Ember Optima signal Eagle
CRM
Eagle beacon
Custodian
Momentum vertex Pathway pathway Unison Focus Crest ember Pathway vital
Investment Themes
Pioneer horizon Crest Prime foundation Quantum catalyst Radial beacon
Investment Vehicles
Vital quantum Horizon crest
Platform
Prime Harbor vertex Momentum fusion
Services
Momentum Zenith Crest Vital atlas Unison catalyst Value Insight Vertex Zenith Crest
Technology
Momentum Oak foundation Bridge quantum Peak
Owner & Executives
J
JORDIE ELIZABETH CZAPINSKI
Chief Compliance Officer
- CRD
- #5304232
- Ownership
- Less than 5%
(330) 499-9586
element.vector@eaglecapital.com
in linkedin.com/in/bridge-bridge
ALEX KLINGENSMITH
Associate, President
- CRD
- #5976863
- Ownership
- Less than 5%
(245) 665-3192
atlas.alpha@alphacapital.com
in linkedin.com/in/delta-summit
E
Element signal
Vector fusion
- CRD
- #82240
- Ownership
- 36.4%
(357) 735-4964
zenith.glacier@atlascapital.com
in linkedin.com/in/pathway-glacier
Showing 2 of 4 owners & executives
Unlock allContacts
S
Steven Dougan
--
- CRD
- #8082339
(256) 935-5539
bridge.radial@vertexcapital.com
in linkedin.com/in/crest-momentum
CHAD JEFFREY GREENBERG
--
- CRD
- #4370579
(299) 453-6622
north.beacon@horizoncapital.com
in linkedin.com/in/insight-unison
P
Prime legacy
Radial pioneer
- CRD
- #45555
(600) 711-5258
timber.delta@fusioncapital.com
in linkedin.com/in/insight-foundation
Showing 2 of 18 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $881,932,987 | $1,338,290 |
| Non-Discretionary | $0 | -- |
| Total | $881,932,987 | $1,338,290 |
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Separately Managed Accounts
Total SMA Asset: $852,432,987
Public Funds:
17.0% Cash:
7.0% Equity - Exchange:
23.3% Private Funds:
5.5% Corporate - Investment Grade:
10.9% Equity - OTC:
6.4% Municipal Bonds:
20.6% U.S. Government/Agency:
9.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $267,926,801 | 17.0% |
| Cash | $110,322,800 | 7.0% |
| Equity - Exchange | $367,217,321 | 23.3% |
| Private Funds | $86,682,200 | 5.5% |
| Corporate - Investment Grade | $171,788,361 | 10.9% |
| Equity - OTC | $100,866,560 | 6.4% |
| Municipal Bonds | $324,664,241 | 20.6% |
| U.S. Government/Agency | $146,571,722 | 9.3% |
| Total | $1,576,040,006 | 100.0% |
13F Holdings | Q4 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RIDGE MERIDIAN | OPTIMA DELTA | 9YIPWC7YT | FOKYG | 10.18% | $31,025,264 |
| QUANTUM FUSION | DELTA OPTIMA | PAA9UZLVG | QMBAE | 6.81% | $95,343,465 |
| QUANTUM GLACIER | VITAL ZENITH | 31C7GCB4H | WURSH | 6.70% | $87,078,834 |
| INSIGHT QUANTUM PIONEER | VITAL CREST | 9LA2EZXME | UUX | 10.16% | $16,901,110 |
| RIDGE OAK VITAL | GLACIER EMBER | NWGHR0P7E | AIZB | 6.58% | $69,084,991 |
| EAGLE FRONTIER | UNISON MOMENTUM | M0KS6WPGB | UOCN | 9.42% | $111,081,445 |
| BEACON VECTOR DELTA | TIMBER OAK | MOVELR5WZ | BFIG | 2.89% | $117,782,903 |
| INSIGHT OAK | OAK BRIDGE | BZZAFW8BT | ZVS | 8.58% | $88,706,759 |