Intelligent Investing
Intelligent Investing is an SEC-registered ria with $118.5M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Intelligent Investing: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 286233, SEC 801-131516, data through 2026-01-30.
- AUM (assets under management / regulatory AUM)
- $118.5M (2026-01-30)
- Firm type
- Ria
- Employees
- 1
- Clients
- 97
- CRD
- 286233
- Ownership
- JOYCE, BRIAN, ANDREW
How much AUM does Intelligent Investing have?
Intelligent Investing reported $118.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-30).
Who owns Intelligent Investing?
Disclosed owners and executives of Intelligent Investing include JOYCE, BRIAN, ANDREW. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.