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- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- North matrix
- Established Date
- 08-01-2024
- Office Locations
- 2
Office Locations
About Intellus Advisors, LLC
Intellus Advisors of Raymond James is an SEC-registered RIA serving individuals—especially business owners and professionals—and company retirement plan sponsors. The team starts with comprehensive financial planning and provides ongoing wealth management, portfolio construction and disciplined investing, including retirement, tax and estate strategies and insurance coordination. Known for “family office” level attention and longevity/aging-focused planning, with offices in Naples and Sarasota, FL.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
KAREN M CHANCY
Chief Financial Officer
- CRD
- #3149625
- Ownership
- Less than 5%
KEARSLEY BARTON LEWIS
Advisor, Chief Executive Officer
- CRD
- #2659762
- Ownership
- Less than 5%
Bridge beacon
Unison foundation vertex
- CRD
- #85765
- Ownership
- 9.4%
Showing 2 of 3 owners & executives
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Tanner Jay Betts
--
- CRD
- #6878227
Ryan Bousquet
Portfolio Analyst
- CRD
- #7401616
Quantum capital
Oak eagle ember
- CRD
- #79359
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,299,034,631 | $393,528 |
| Non-Discretionary | $51,415,698 | $319,352 |
| Total | $1,350,450,329 | $390,078 |
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Separately Managed Accounts
Total SMA Asset: $1,350,450,329
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $269,954,332 | 16.5% |
| Equity - OTC | $232,324,334 | 14.2% |
| Public Funds | $247,049,116 | 15.1% |
| Cash | $106,345,646 | 6.5% |
| Corporate - Non-Investment Grade | $229,052,161 | 14.0% |
| U.S. Government/Agency | $202,874,771 | 12.4% |
| Other | $224,143,900 | 13.7% |
| Private Funds | $124,342,601 | 7.6% |
| Total | $1,636,086,861 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| WAVE LEGACY | CAPITAL TIMBER | M2HCH5LSO | ZAKE | 8.64% | $93,871,982 |
| VITAL NORTH | SUMMIT BEACON | 09WNAHT09 | JPRT | 9.43% | $39,309,236 |
| LEGACY QUANTUM BEACON | HORIZON BEACON | FVQTAZ3TP | UEUU | 1.72% | $100,611,751 |
| ZENITH FRONTIER | SUMMIT GLACIER | FC1NIQUW6 | EGYK | 10.31% | $58,037,672 |
| NORTH UNISON VITAL | EMBER PATHWAY | HUV952O5Y | YHJ | 1.44% | $14,548,551 |
| CREST EMBER | EMBER EAGLE | IZN66VIWV | ROX | 6.55% | $63,656,536 |
| EAGLE NORTH INSIGHT | PATHWAY EAGLE | XMVBDYN17 | OXXQG | 8.74% | $44,583,093 |
| TIMBER HARBOR RIDGE | HORIZON FRONTIER | NFUVKKLTV | NSFM | 4.02% | $69,562,265 |