# Intelus Advisory Group, LLC

> Intelus Advisory Group, LLC is a state-registered investment advisory firm in Birmingham, AL, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 310180
- Filed as: INTELUS ADVISORY GROUP, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Birmingham, AL
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/310180
- AdvisorCensus page: https://advisorcensus.com/firm/intelus-advisory-group-llc-birmingham-al-310180

## Quick answers

**How is Intelus Advisory Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Intelus Advisory Group, LLC 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 Intelus Advisory Group, LLC located?**
Intelus Advisory Group, LLC's principal office is in Birmingham, AL, according to its Form ADV.

**Is Intelus Advisory Group, LLC registered with the SEC or a state?**
Intelus Advisory Group, LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 310180.

**How much does Intelus Advisory Group, LLC manage?**
Intelus Advisory Group, LLC reports $89,417,162 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (88% discretionary).

**What types of clients does Intelus Advisory Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (249); high net worth individuals (41); pension and profit sharing plans (but not the plan participants or government pension plans) (30).

**Does Intelus Advisory Group, LLC 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/310180

## 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: $89,417,162
- Discretionary: $78,522,185
- Non-discretionary: $10,894,977

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 249 | $25,604,466 |
| High net worth individuals | 41 | $38,267,418 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 30 | $10,894,977 |
| Corporations or other businesses not listed above | 14 | $14,650,301 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2020 (5 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, GA, NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- inteluswm.com
- Facebook @StanleyTFunches
- LinkedIn @margaret-kelley-27b45915b
- LinkedIn @stanleyfunches
- X @stanleyfunches

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Intelus Advisory Group, LLC (CRD 310180): Form ADV filing data as of October 2026.