SourcingSourcing

INTELLUS ADVISORS, LLC

C39
CRD 332883·SEC 801-131142·NAPLES, FL
AUM
$1.35B
$1B+
Est. Revenue
$13.5M
@ 1% on AUM
Est. EBITDA
$4.1M
@ 30% margin
Est. Deal Value
$32.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
INTELLUS ADVISORS, LLC
CRD
332883
SEC file #
801-131142
EIN
821978625
DBA names
—

Economics

AUM
$1.35B
AUM band
$1B+
AUM trajectory
'25'26
$1.18B → $1.35B▲ +14%
Client mix
Individuals Other845
Individuals High Net Worth157
Banking Institutions10
Corporations9
Pension Profit Sharing Plans8

Operations

Employees (total)
15
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'25'26
7 advisors → 9 advisors▲ +29%
Primary office
NAPLES FL
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
intellusadvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BIFROST MANAGEMENT, LLC
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
BIFROST MANAGEMENT, LLC
CHANCY VENTURES, LLC
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
INTELLUSADVISORS.COM
Rdap Domain Creation Date
2014-06-27T19:54:46Z
Rdap Firm Age Years
12
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
Form 5500 Plan Count
2
Form 5500 Total Compensation
10,363
Form 5500 Compensation Trajectory 3y
202510,363
Form 5500 Plan Count Trajectory 3y
20252
Schedule C Total Compensation
10,363
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0002055137
Edgar Registered
Yes
Edgar Filing Count
7
Edgar First Filing Date
2025-02-11
Edgar Last Filing Date
2026-05-07
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-05-07
Accession0001765380-26-000185

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

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
9
Bc Firm IAR Count
9
Custodian Candidates
Full
Raymond James6
E*trade4
Edgar Addresses
Mailing
8889 PELICAN BAY BLVD. N.SUITE 102NAPLES, FL 34108
Business
8889 PELICAN BAY BLVD. N.SUITE 102NAPLES, FL 34108
Edgar EIN
821978625
Edgar Recent Filings
13F-HR2026-05-07 · 0001765380-26-000185
13F-HR2026-02-06 · 0001765380-26-000073
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-06-27T19:54:46Z
Rdap Domain Last Changed
2024-09-17T14:28:37Z
Rdap Nameservers
Ns29.domaincontrol.comNs30.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (10)

10
LEWIS, KEARSLEY, BARTON
IAR · Executive Officer · 2.5%
2659762
CHANCY, KAREN, M
IAR · Executive Officer · 2.5%
3149625
ANDREW S WARNING
Executive Officer · 2.5%
3211861
NANCY FARIAS
IAR
2798482
JOSHUA GARY SANKES
IAR
4940114
Tanner Jay Betts
IAR
6878227
Ryan Bousquet
IAR
7401616
James Charles Snyder
IAR
6275869
Nathan Myer Shaffer
IAR
7205272
Kevin Rice
IAR
7697155