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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-15-2017
- Office Locations
- 1
Office Locations
About Intelligent Investing
Intelligent Investing is a fee-only financial advisory firm serving individuals and families in the Fort Collins, Colorado area. Led by Brian Joyce, CPA/CFP®, the practice provides financial life and retirement planning plus tax-efficient portfolio strategy designed to align investments with client goals and risk. Investment implementation is ETF-focused, and the firm custody relationship includes Fidelity/NFS.
Reported data analysis
What the numbers show
Between April 10, 2025 and January 30, 2026, reported AUM increased 9.2%, from $108.5M to $118.5M.
Across 3 reported observations, AUM increased 9.2% between October 30, 2024 and January 30, 2026, from $108.5M to $118.5M.
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 97 clients, or 97 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 1 reported office location and 9 years in operation. The source data was last updated on August 7, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
BRIAN ANDREW JOYCE
Financial Advisor, Owner
- CRD
- #4797762
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $118,500,000 | $410,035 |
| Total | $118,500,000 | $410,035 |
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Separately Managed Accounts
SMA allocation detail is available
Intelligent Investing has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.