# Intellivest Securities, Inc.

> Intellivest Securities, Inc. is a state-registered investment advisory firm, registered since 2008, with no regulatory assets under management reported in its Form ADV filing dated May 20, 2008.

- CRD: 145022
- Filed as: INTELLIVEST SECURITIES, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Georgia
- Filing period: October 2026
- Form ADV filing dated: May 20, 2008
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/145022
- AdvisorCensus page: https://advisorcensus.com/firm/intellivest-securities-inc-145022

## Quick answers

**How is Intellivest Securities, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Intellivest Securities, Inc. reports these compensation arrangements: hourly charges; subscription fees (for a newsletter or periodical); fixed fees (other than subscription fees).

**Is Intellivest Securities, Inc. registered with the SEC or a state?**
Intellivest Securities, Inc. is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 145022.

**Does Intellivest Securities, 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/145022

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services
- Publication of periodicals or newsletters
- Security ratings or pricing services

### Firm details
- Registered since: 2008 (18 years)
- Employees: Not reported total, Not reported performing advisory functions
- Wrap fee program participation: Not reported
- States registered or notice-filed: GA
- 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. Intellivest Securities, Inc. (CRD 145022): Form ADV filing data as of October 2026.