Intellus Advisors LLC
Intellus Advisors, LLC is an SEC-registered investment advisory firm headquartered in Naples, Florida. Founded in 2017, the firm provides a wide array of investment advisory services including financial planning, investment management, and consulting. Intellus Advisors serves individual clients and retirement plans, emphasizing integrated wealth management and fiduciary guidance. The firm is owned by Bifrost Management, LLC and Chancy Ventures, LLC, and is affiliated with Intellus Insurance Solutions, LLC. The team is comprised of licensed professionals, but the public employee count is not disclosed.
Investment Strategy
Intellus Advisors employs a comprehensive wealth management approach, integrating financial planning with discretionary and non-discretionary investment management tailored to each client's risk tolerance, time horizon, and liquidity needs. The firm often utilizes independent investment managers, monitoring their performance according to client-specific allocations and risk profiles. Investment solutions are highly customized and may include equities, ETFs, fixed income, and alternative investments, with ongoing supervision to ensure strategies and allocations remain aligned with clients’ objectives and best interests.
Top Holdings
Equity Positions (135)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QQQ | INVESCO QQQ TR | 10.23% | $68.6M | 124,379 | $511.39 | $551.64 | +$11.0M |
V VIG | VANGUARD DIVIDEND APPRECIATION ETF | 6.61% | $44.4M | 216,854 | $195.95 | $204.67 | +$3.0M |
I IAU | ISHARES GOLD TR ISHARES NEW | 6.21% | $41.7M | 668,222 | $49.51 | $62.36 | +$1.1M |
Q QINT | AMERICAN CENTURY QUALITY DIVERSIFIED INTERNATIONAL ETF | 5.44% | $36.5M | 626,923 | $55.91 | $58.25 | +$24.7M |
R RODM | HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF | 5.21% | $35.0M | 1,025,523 | $29.05 | $34.10 | +$5.6M |