# Capital Intelligence Advisors, Inc.

> Capital Intelligence Advisors, Inc. is a state-registered investment advisory firm in Santa Monica, CA, registered since 2004, with no regulatory assets under management reported in its Form ADV filing dated May 11, 2026.

- CRD: 127023
- Filed as: CAPITAL INTELLIGENCE ADVISORS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Santa Monica, CA
- Filing period: October 2026
- Form ADV filing dated: May 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/127023
- AdvisorCensus page: https://advisorcensus.com/firm/capital-intelligence-advisors-inc-santa-monica-ca-127023

## Quick answers

**How is Capital Intelligence Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Capital Intelligence Advisors, Inc. reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**Where is Capital Intelligence Advisors, Inc. located?**
Capital Intelligence Advisors, Inc.'s principal office is in Santa Monica, CA, according to its Form ADV.

**Is Capital Intelligence Advisors, Inc. registered with the SEC or a state?**
Capital Intelligence Advisors, Inc. is a state-registered investment advisory firm, registered since 2004. Status as filed: APPROVED. CRD 127023.

**Does Capital Intelligence Advisors, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/127023

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2004 (22 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- capintelligence.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Capital Intelligence Advisors, Inc. (CRD 127023): Form ADV filing data as of October 2026.
