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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- CapitalOptima +more
- Established Date
- 06-23-2005
- Office Locations
- 1
Office Locations
About Intelligent Capitalworks
Intelligent Capitalworks is a Scottsdale, Arizona fee-only fiduciary RIA serving high-net-worth individuals, families, and trusts. The firm combines retirement planning with investment and wealth management, including written investment guidelines, proprietary research, and tax-sensitive portfolio management using individual securities. Advisors also coordinate with clients’ tax and estate professionals. Notably, the firm is CEFEX-certified and NAPFA-affiliated.
Team overview
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Platform
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Owner & Executives
VINCENT HARL ROSSI
Chief Investment Officer, Financial Advisor, General Partner, President
- CRD
- #1201864
- Ownership
- 75% or more
JILLIAN SUZANNE CARLSON
Chief Compliance Officer, Investment Advisor
- CRD
- --
- Ownership
- Less than 5%
Pioneer foundation
Catalyst optima
- CRD
- #80464
- Ownership
- 2.8%
Showing 2 of 4 owners & executives
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MONIQUE MARIE PRESSLEY
Investment Advisor
- CRD
- #3137684
Showing 1 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $376,600,000 | $1,104,399 |
| Non-Discretionary | $0 | -- |
| Total | $376,600,000 | $1,104,399 |
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Separately Managed Accounts
Total SMA Asset: $376,600,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,585,543,882 | 31.0% |
| Public Funds | $1,100,941,266 | 13.2% |
| Cash | $2,268,606,245 | 27.2% |
| U.S. Government/Agency | $483,746,920 | 5.8% |
| Other | $1,901,625,822 | 22.8% |
| Total | $8,340,464,135 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SUMMIT RIDGE | GLACIER VALUE | QSQGGYUPS | YGKS | 7.55% | $50,440,375 |
| RADIAL MATRIX VITAL | PIONEER ELEMENT | Q25EKQEDK | NLS | 9.83% | $25,293,876 |
| FOUNDATION MOMENTUM EAGLE | QUANTUM ALPHA | 42J6W54WB | GBQFS | 10.91% | $112,983,824 |
| PRIME VERTEX HORIZON | MOMENTUM PRIME | V2PRM3XCP | VPTP | 10.14% | $14,160,168 |
| FUSION PRIME CATALYST | QUANTUM FUSION | AQF68X828 | JJS | 10.71% | $9,849,013 |
| OAK FOCUS INSIGHT | ALPHA ZENITH | 7J2GQ9JVI | NCAS | 10.39% | $4,078,295 |
| FOUNDATION INSIGHT EMBER | UNISON VALUE | JCU9I0G0S | GHOG | 9.25% | $112,845,243 |
| TIMBER ALPHA | VERTEX CAPITAL | Z6OH68TQQ | MKJXV | 8.70% | $104,115,001 |