RIA IntelAdvisersAlabamaINTELUS ADVISORY GROUP, LLC

INTELUS ADVISORY GROUP, LLC

Advisory

BIRMINGHAM, AL

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in AL
#113
of 158 advisers by AUM
Average account
$196K
across 457 accounts
AUM per adviser
$89M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$89M
1-Year AUM Growth
3-Year CAGR
Employees
3
Assets Under Management
Total AUM$89M
Discretionary AUM$79M
Non-Discretionary AUM$11M
Discretionary %87.8%
Total Clients334
Team
Total Employees3
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InAL, GA, NC, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in AL

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

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CORNERSTONE INVESTMENT MANAGEMENT AND CONSULTING,LLC
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BROWN FINANCIAL ADVISORY INC
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