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Intelus Advisory Group, LLC

Intelus Advisory Group, LLC. CRD 310180

Intelus Advisory Group, LLC logo

CRD: 310180

Intelus Advisory Group, LLC

Birmingham, AL, 35242
2053133590
www.inteluswm.com
$89.4M Total AUM
$78.5M Disc. AUM
-- 3Y CAGR
3 Employees
341 ADV. Clients
5 yrs Firm Age

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Firm Details

Custodian
LPL Financial
Clients
Retail and Institutional
Platforms
Quantum
Established Date
08-13-2020
Office Locations
1

Office Locations

1014 Edenton ST Birmingham AL

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.

Team overview

53 AVG AGE
$89.4M AVG AUM / ADVISOR
$262.2K AVG AUM / CLIENT
5.7 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age

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Asset Classes

Harbor Peak Value radial

Client Personas

Element Harbor timber

Custodian

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Investment Themes

Catalyst Crest Focus zenith Delta beacon

Investment Vehicles

Bridge beacon Timber Peak Bridge foundation

Services

Foundation Bridge timber Foundation meridian Timber fusion Timber capital Unison Matrix Glacier insight Harbor Pathway legacy Radial

Technology

Vector north

Owner & Executives

STANLEY TERRELL FUNCHES SR.

STANLEY TERRELL FUNCHES SR.

Chief Compliance Officer, Managing Member

CRD
#3054709
Ownership
75% or more
(349) 526-1632
element.summit@vectorcapital.com
in linkedin.com/in/vital-horizon

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

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

Total SMA Asset: $89,417,162

$89.4M Total SMA
Public Funds:
26.0%
Equity - Exchange:
17.1%
Cash:
23.1%
U.S. Government/Agency:
33.8%
Asset class Assets Assets %
Public Funds $1,329,165,451 26.0%
Equity - Exchange $874,181,893 17.1%
Cash $1,180,912,382 23.1%
U.S. Government/Agency $1,727,915,086 33.8%
Total $5,112,174,812 100.0%

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