Intelligent Capitalworks
Intelligent Capitalworks is an SEC-registered ria in Scottsdale, AZ with $376.6M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Intelligent Capitalworks: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 135081, SEC 801-64460, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $376.6M (2026-03-31)
- Firm type
- Ria
- Location
- Scottsdale, AZ
- Employees
- 6
- Clients
- 99
- CRD
- 135081
- Ownership
- BERNARD, GERALD, FRANCIS; ROSSI, VINCENT, HARL; VAMVAKIAS, JENNIFER, JILL; GOLDINOV, FREDERICK, HILARY; DRAKE, PHILIP, DAVID
How much AUM does Intelligent Capitalworks have?
Intelligent Capitalworks reported $376.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Intelligent Capitalworks?
Disclosed owners and executives of Intelligent Capitalworks include BERNARD, GERALD, FRANCIS, ROSSI, VINCENT, HARL, VAMVAKIAS, JENNIFER, JILL, GOLDINOV, FREDERICK, HILARY, DRAKE, PHILIP, DAVID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.