# Intelligent Investing

> Intelligent Investing is a state-registered investment advisory firm in Clayton, CA, registered since 1995, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 135120
- Filed as: INTELLIGENT INVESTING
- Legal name: Vander Heyden, Rory Craig
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Clayton, CA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/135120
- AdvisorCensus page: https://advisorcensus.com/firm/intelligent-investing-clayton-ca-135120

## Quick answers

**How 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; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Intelligent Investing located?**
Intelligent Investing's principal office is in Clayton, CA, according to its Form ADV.

**Is Intelligent Investing registered with the SEC or a state?**
Intelligent Investing is a state-registered investment advisory firm, registered since 1995. Status as filed: APPROVED. CRD 135120.

**How much does Intelligent Investing manage?**
Intelligent Investing reports $44,419,705 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (0% discretionary).

**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) (67); high net worth individuals (8).

**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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/135120

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $44,419,705
- Discretionary: $0
- Non-discretionary: $44,419,705

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 67 | $33,919,705 |
| High net worth individuals | 8 | $10,500,000 |
| Charitable organizations | Fewer than 5 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1995 (31 years)
- Employees: 1 total, 1 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Intelligent Investing (CRD 135120): Form ADV filing data as of October 2026.