# Intellivest Securities Research, Inc

> Intellivest Securities Research, 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: 147288
- Filed as: INTELLIVEST SECURITIES RESEARCH, 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/147288
- AdvisorCensus page: https://advisorcensus.com/firm/intellivest-securities-research-inc-147288

## Quick answers

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

**Is Intellivest Securities Research, Inc registered with the SEC or a state?**
Intellivest Securities Research, Inc is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 147288.

**Does Intellivest Securities Research, 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/147288

## 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 Research, Inc (CRD 147288): Form ADV filing data as of October 2026.