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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-17-2018
- Office Locations
- 3
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).
Reported data analysis
What the numbers show
Between December 9, 2025 and March 31, 2026, reported AUM increased 6.5%, from $828.2M to $881.9M.
Across 5 reported observations, AUM increased 3.8% between March 29, 2022 and March 31, 2026, from $849.6M to $881.9M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 11 advisory representatives and 725 clients, or 65.9 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 3 reported office locations and 7 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Intelligence Driven Advisers, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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 17 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
SMA allocation detail is available
Intelligence Driven Advisers, LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Intelligence Driven Advisers, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.