AdvisorCensus / Financial advisors / Intelligent Investing
Intelligent Investing
Filed as INTELLIGENT INVESTING · Legal name Brian Joyce, LLC
Intelligent Investing is an SEC-registered investment advisory firm, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 7, 2026.
Quick answers
From the filingHow is Intelligent Investing compensated?
On its Form ADV (Item 5.E, October 2026), Intelligent Investing reports these compensation arrangements: a percentage of assets under its management.
How much does Intelligent Investing charge?
Its Form ADV Part 2A brochure dated August 7, 2026 states: Flat fee: $300 to $10,000 (Financial Planning Fees); Hourly rate: $100 to $250 an hour (Financial Planning Fees). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Is Intelligent Investing registered with the SEC or a state?
Intelligent Investing is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 286233.
How much does Intelligent Investing manage?
Intelligent Investing reports $118,500,000 in regulatory assets under management in its Form ADV filing dated August 7, 2026 (0% discretionary).
How have Intelligent Investing's assets and staff changed since 2025?
In the Form ADV data for Intelligent Investing: Regulatory assets under management: $108,500,000 in the October 2025 data and $118,500,000 in the October 2026 data, up 9%. Total employees: 1 in October 2025 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Intelligent Investing serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (66); high net worth individuals (29); charitable organizations (2).
Which custodians does Intelligent Investing use?
Intelligent Investing's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Intelligent Investing 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/286233
Does Intelligent Investing state an account minimum?
Its Form ADV Part 2A brochure dated August 7, 2026 says: "There is no account minimum."
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: None
The brochure's wording
There is no account minimum.
Flat fee: $300 to $10,000 (Financial Planning Fees)
The brochure's wording
Fixed fees range between $300 and $10,000; hourly fees range between $100 and $250 per hour.
Hourly rate: $100 to $250 an hour (Financial Planning Fees)
The brochure's wording
Fixed fees range between $300 and $10,000; hourly fees range between $100 and $250 per hour.
As stated in the firm's Form ADV Part 2A brochure dated August 7, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$118,500,000 as of October 2026, filing dated August 7, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Legal name
- Brian Joyce, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2024 (1 year)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $118,500,000 | 1 | August 7, 2026 |
| October 2025 | $108,500,000 | 1 | April 10, 2025 |
Regulatory assets under management: $108,500,000 in the October 2025 data and $118,500,000 in the October 2026 data, up 9%.
Total employees: 1 in October 2025 and 1 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Intelligent Investing (CRD 286233): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/intelligent-investing-286233