# Intelligent Investing

> Intelligent Investing is a state-registered investment advisory firm in Greenville, SC, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 11, 2026.

- CRD: 286436
- Filed as: INTELLIGENT INVESTING
- Legal name: Intelligent Investing, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Greenville, SC
- Filing period: October 2026
- Form ADV filing dated: February 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/286436
- AdvisorCensus page: https://advisorcensus.com/firm/intelligent-investing-greenville-sc-286436

## 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 Greenville, SC, 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 2017. Status as filed: APPROVED. CRD 286436.

**How much does Intelligent Investing manage?**
Intelligent Investing reports $54,297,390 in regulatory assets under management in its Form ADV filing dated February 11, 2026 (98% 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) (16); high net worth individuals (15); charitable organizations (2).

**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/286436

## 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: $54,297,390
- Discretionary: $53,196,141
- Non-discretionary: $1,101,249

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 16 | $9,695,829 |
| High net worth individuals | 15 | $41,466,991 |
| Charitable organizations | 2 | $3,134,570 |

### 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
- Educational seminars/workshops

### Firm details
- Registered since: 2017 (9 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- investedwithyou.com
- Facebook @Investedwithu
- Instagram @investedwithu
- LinkedIn @intelligentinvestingadvisors
- X @investedwithu

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Intelligent Investing (CRD 286436): Form ADV filing data as of October 2026.