SourcingSourcing

INTENTIONAL, LLC

C32
CRD 318570·SEC 801-123251·FORT MILL, SC
AUM
$175.8M
$100M-$500M
Est. Revenue
$1.8M
@ 1% on AUM
Est. EBITDA
$527K
@ 30% margin
Est. Deal Value
$4.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
INTENTIONAL, LLC
CRD
318570
SEC file #
801-123251
EIN
—
DBA names
Intentional

Economics

AUM
$175.8M
AUM band
$100M-$500M
AUM trajectory
'23'26
$95.0M → $175.8M▲ +85%
Client mix
Individuals Other353
Individuals High Net Worth42
Pension Profit Sharing Plans5

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'22'26
3 advisors → 3 advisors▬ 0%
Primary office
FORT MILL SC
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
01/16/2026
ADV-W filed at
—
Website
primewm.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
RICE FINANCIAL LLC
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
RICE FINANCIAL LLC
THE ROBERTS COMPANIES, INC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
PRIMEWM.COM
Rdap Domain Creation Date
2012-04-26T17:36:24Z
Rdap Firm Age Years
14
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4573
Soi Zip Pct 200k Plus
0.2053
Soi Zip Returns 200k Plus
3,920
Soi Zip Total AGI
2,562,831
Fdic Zip Total Deposits
8,829,157,000
Fdic Zip Branch Count
157
Fdic Zip Top Banks
Wells Fargo Bank, National Association
First Horizon Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (23)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Raymond James4
E*trade4
Fdic Zip Branches Raw
First Citizens Bank and Trust Company, Inc.Tega Cay, SC
First Citizens Bank and Trust Company, Inc.Tega Cay, SC
Fdic Zip HHI
1107.25
Fdic Zip Top Bank Share Pct
25.45
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-04-26T17:36:24Z
Rdap Domain Last Changed
2022-10-02T12:59:50Z
Rdap Nameservers
Ns35.domaincontrol.comNs36.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI41,206
Returns3,830
Stub 2
AGI97,083
Returns2,590
Stub 3
AGI136,710
Returns2,210
Soi Zip Total Business Income
47,681
Soi Zip Total Cap Gains
119,506
Soi Zip Total Dividends
37,109
Soi Zip Total Returns
19,090
Trust Company Affiliate
No

People (3)

3
ROBERTS, JAMES, E
IAR · Executive Officer · 2.5%
5401304
DALE WINTERS RICE
IAR
2644016
PATRICK RYAN FERGUSON
IAR
5610372