I
CRD: 150928
Intelligent Capital Management LLC
Parma, OH
4403822611
$5.4M Total AUM
$5.4M Disc. AUM
-- 3Y CAGR
1 Employees
25 ADV. Clients
16 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- First Clearing ยท Trade-PMR
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-17-2009
- Office Locations
- 1
Office Locations
-- Parma OH
About Intelligent Capital Management LLC
Intelligent Capital Management LLC is a Parma-based RIA. The firm has been operating for 16 years. Managing $5.4M in total assets under management, with 1 advisory representatives. They custody assets with First Clearing and Trade-PMR. Services offered include Financial Planning, Insurance.
Team overview
-- AVG AGE
$5.4M AVG AUM / ADVISOR
$216.5K AVG AUM / CLIENT
16.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Foundation
Client Personas
Eagle crest
Investment Vehicles
Focus
Services
Summit north Bridge optima
Owner & Executives
C
CARL JAMES PASKERT
Chief Executive Officer
- CRD
- #4634120
- Ownership
- 75% or more
(625) 272-6771
quantum.pathway@capitalcapital.com
in linkedin.com/in/harbor-meridian
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,412,931 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,412,931 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,412,931
Equity - Exchange:
25.6% Cash:
74.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,191,623,253 | 25.6% |
| Cash | $6,369,405,079 | 74.4% |
| Total | $8,561,028,332 | 100.0% |