# Intellicents Investment Solutions Inc

> Intellicents Investment Solutions Inc is an SEC-registered investment advisory firm in Albert Lea, MN, registered since 1996, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated June 1, 2026.

- CRD: 107498
- Filed as: INTELLICENTS INVESTMENT SOLUTIONS INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Albert Lea, MN
- Filing period: October 2026
- Form ADV filing dated: June 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/107498
- AdvisorCensus page: https://advisorcensus.com/firm/intellicents-investment-solutions-inc-albert-lea-mn-107498

## Quick answers

**How is Intellicents Investment Solutions Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Intellicents Investment Solutions Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); commissions.

**How much does Intellicents Investment Solutions Inc charge?**
Its Form ADV Part 2A brochure dated March 30, 2026 states: Hourly rate: $100 to $450 an hour (selected services); Hourly rate: $500 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Intellicents Investment Solutions Inc located?**
Intellicents Investment Solutions Inc's principal office is in Albert Lea, MN, according to its Form ADV; the July 2026 filing also lists 12 other offices (Schedule D, Section 1.F).

**Is Intellicents Investment Solutions Inc registered with the SEC or a state?**
Intellicents Investment Solutions Inc is an SEC-registered investment advisory firm, registered since 1996. Status as filed: Approved. CRD 107498.

**How much does Intellicents Investment Solutions Inc manage?**
Intellicents Investment Solutions Inc reports $9,916,675,227 in regulatory assets under management in its Form ADV filing dated June 1, 2026 (70% discretionary).

**How have Intellicents Investment Solutions Inc's assets and staff changed since 2021?**
In the Form ADV data for Intellicents Investment Solutions Inc: Regulatory assets under management: $5,043,938,639 in the October 2021 data and $9,916,675,227 in the October 2026 data, up 97%. Total employees: 41 in October 2021 and 80 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Intellicents Investment Solutions Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (7,018); high net worth individuals (758); pension and profit sharing plans (but not the plan participants or government pension plans) (504).

**Which custodians does Intellicents Investment Solutions Inc use?**
Intellicents Investment Solutions Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Alerus Securities Corporation, Charles Schwab & Co., Inc., Empower Retirement and Matrix Trust Company as custodians holding 10% or more of its separately managed account assets.

**Does Intellicents Investment Solutions Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/107498

**What changed in Intellicents Investment Solutions Inc's recent Form ADV filings?**
In the July 2026 filing data: Added an office in Wichita, KS.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Hourly rate: $100 to $450 an hour (selected services)

> An hourly fee for selected services will generally correlate with the specific employee resources utilized and will range from $100 to $450 per hour.

- Hourly rate: $500 an hour (financial planning services)

> Clients may choose to pay for financial planning services on a fixed fee basis billed at a maximum of $500 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Alerus Securities Corporation
- Charles Schwab & Co., Inc.
- Empower Retirement
- Matrix Trust Company

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $9,916,675,227
- Discretionary: $6,903,315,312
- Non-discretionary: $3,013,359,915

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7,018 | $989,435,510 |
| High net worth individuals | 758 | $1,332,693,937 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 504 | $7,594,545,780 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 1996 (30 years)
- Employees: 80 total, 48 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AK, AR, AZ, CA, CO, CT, DC, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Austin, TX
- Eden Prairie, MN
- Fargo, ND
- Golden, CO
- Lake Mills, IA
- Lawrence, KS
- Maitland, FL
- Overland Park, KS
- Pella, IA
- Southlake, TX
- Stockton, CA
- Wichita, KS

### Websites listed on Form ADV (Item 1.I)
- intellicents.com
- Facebook @intellicentswealth
- Facebook @Intellicents
- Instagram @intellicents
- Instagram @intellicentspersonalcfo
- LinkedIn @intellicents
- LinkedIn @intellicentspersonalcfo
- X @intellicentsinc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $5,043,938,639 | 41 | July 30, 2021 |
| October 2022 | $5,446,397,585 | 48 | April 22, 2022 |
| October 2023 | $5,067,782,323 | 61 | March 21, 2023 |
| October 2024 | $6,009,674,946 | 64 | March 29, 2024 |
| October 2025 | $7,362,137,726 | 67 | May 8, 2025 |
| October 2026 | $9,916,675,227 | 80 | June 1, 2026 |

Regulatory assets under management: $5,043,938,639 in the October 2021 data and $9,916,675,227 in the October 2026 data, up 97%.
Total employees: 41 in October 2021 and 80 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Added an office in Wichita, KS.

### April 2026
- Employees performing advisory functions went from 46 to 48.
- Regulatory assets under management went from $7,362,137,726 to $9,916,675,227 (+35%).
- Changed its office addresses in Lawrence, KS.
- Added an office in Maitland, FL.
- Updated its list of owners and control persons (Schedule A).

### March 2026
- Registered or notice-filed in KY, NM, WV.

### February 2026
- No longer lists an office in Tacoma, WA.
- Registered or notice-filed in LA.

### December 2025
- Registered or notice-filed in ND.

### November 2025
- Added an office in Fargo, ND.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Intellicents Investment Solutions Inc (CRD 107498): Form ADV filing data as of October 2026.