RIA Intel›Advisers›South Carolina›INTELLIGENT INVESTING, LLC

INTELLIGENT INVESTING, LLC

Advisory

GREENVILLE, SC

Data as of Feb 11, 2026 · Source: SEC Form ADV

Rank in SC

#172

of 188 advisers by AUM

Average account

$431K

across 126 accounts

AUM per adviser

$27M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 11, 2026.

Total AUM

$54M

Discretionary %

98%

Clients

33

Employees

2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$54M

Discretionary AUM$53M

Non-Discretionary AUM$1M

Discretionary %98%

Total Clients33

Team

Total Employees2

Investment Advisers2

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InSC

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

33 clients

15 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in SC

Closest by assets under management. All figures from Form ADV.

SANCO SERVICES, INC.

JOHNS ISLAND, SC

$54M

+18.4% 1Y

INTELLIVEST WEALTH MANAGEMENT CORPORATION

BOILING SPRINGS, SC

$54M

GNI CAPITAL INC.

GREENVILLE, SC

$55M

+12.5% 1Y

PALMETTO COAST ADVISORS, INC.

MT. PLEASANT, SC

$55M

SPECTRUM WEALTH ADVISORS, LLC

COLUMBIA, SC

$53M

OAKLEY FINANCIAL LLC

$53M

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