Intentional
Intentional is an SEC-registered mass-market adviser in Fort Mill, SC with $175.8M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Intentional: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 318570, SEC 801-123251, data through 2026-06-04.
- AUM (assets under management / regulatory AUM)
- $175.8M (2026-06-04)
- Firm type
- Mass-Market Adviser
- Location
- Fort Mill, SC
- Employees
- 3
- Clients
- 400
- CRD
- 318570
- Ownership
- ROBERTS, JAMES, E; THE ROBERTS COMPANIES, INC; RICE, DALE, WINTERS; RICE FINANCIAL LLC
How much AUM does Intentional have?
Intentional reported $175.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-04).
Who owns Intentional?
Disclosed owners and executives of Intentional include ROBERTS, JAMES, E, THE ROBERTS COMPANIES, INC, RICE, DALE, WINTERS, RICE FINANCIAL LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.