RIA IntelAdvisersOhioINTELLINOMICS, LLC

INTELLINOMICS, LLC

Advisory

DAYTON, OH

Data as of Mar 16, 2026 · Source: SEC Form ADV

Rank in OH
#690
of 748 advisers by AUM
Average account
$287K
across 222 accounts
AUM per adviser
$64M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 16, 2026.

Total AUM
$64M
1-Year AUM Growth
3-Year CAGR
Employees
2
Assets Under Management
Total AUM$64M
Discretionary AUM$64M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients222
Team
Total Employees2
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InOH, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OH

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

HYLAND WEALTH MANAGEMENT LLC
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$63M
JARVIS GLOBAL INVESTMENTS, LLC
$63M
PEPPERTREE PARTNERS, LLC
BEACHWOOD, OH
$64M
-31.4% 1Y
HELIOS INVESTMENTS INC
CANTON, OH
$63M
0.0% 1Y
SINCLAIR GROUP, LLC
CLEVELAND, OH
$63M
-15.6% 1Y
INFRESH, INC.
FINDLAY, OH
$62M

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