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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-17-2018
- Office Locations
- 5
Office Locations
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
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Accredited Investors
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
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Owner & Executives
JORDIE ELIZABETH CZAPINSKI
Chief Compliance Officer
- CRD
- #5304232
- Ownership
- Less than 5%
ALEX KLINGENSMITH
Associate, President
- CRD
- #5976863
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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HUNTER PEARSON DANIEL
Chief Investment Officer
- CRD
- #6377492
Steven Dougan
Associate Wealth Adviser
- CRD
- #8082339
Showing 2 of 20 contacts
Unlock allAssets Under Management
| 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: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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