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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-13-2020
- Office Locations
- 1
Office Locations
About Intelus Advisory Group, LLC
INTELUS Advisory Group (INTELUS Wealth Management) is a Birmingham, AL advisory firm providing holistic financial planning and investment management, with strength in retirement planning for pre‑retirees/retirees. The team also serves attorneys and other legal professionals, health professionals, and business owners, and supports legacy goals through estate planning, trusts/beneficiary designations, and charitable giving strategies. Custody includes LPL Financial.
Reported data analysis
What the numbers show
Of the latest reported AUM, 87.8% is discretionary and 12.2% is non-discretionary.
The firm reports 1 advisory representatives and 341 clients, or 341 clients per representative. That equates to $262.2K in reported AUM per client.
The profile lists 1 reported office location and 6 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
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
STANLEY TERRELL FUNCHES SR.
Chief Compliance Officer, Managing Member
- CRD
- #3054709
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $78,522,185 | -- |
| Non-Discretionary | $10,894,977 | -- |
| Total | $89,417,162 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Intelus Advisory Group, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.