AdvisorCensus / Financial advisors / Illinois / Chicago / Intentgen Financial Partners
Intentgen Financial Partners
Filed as INTENTGEN FINANCIAL PARTNERS · Legal name LNS Operations, LLC
Intentgen Financial Partners is an SEC-registered investment advisory firm in Naperville, IL, registered since 2026, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 15, 2026.
Quick answers
From the filingHow is Intentgen Financial Partners compensated?
On its Form ADV (Item 5.E, October 2026), Intentgen Financial Partners reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); commissions.
Where is Intentgen Financial Partners located?
Intentgen Financial Partners' principal office is in Naperville, IL, according to its Form ADV.
Is Intentgen Financial Partners registered with the SEC or a state?
Intentgen Financial Partners is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 341913.
How much does Intentgen Financial Partners manage?
Intentgen Financial Partners reports $756,604,853 in regulatory assets under management in its Form ADV filing dated September 15, 2026 (86% discretionary).
What types of clients does Intentgen Financial Partners serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (367); high net worth individuals (240); corporations or other businesses not listed above (4).
Which custodians does Intentgen Financial Partners use?
Intentgen Financial Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.
Does Intentgen Financial Partners report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/341913
What changed in Intentgen Financial Partners' recent Form ADV filings?
In the October 2026 filing data: Regulatory assets under management went from $0 to $756,604,853. Registered or notice-filed in AL, IA.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies. See the firm's brochure (dated July 17, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$756,604,853 as of October 2026, filing dated September 15, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
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)
Registration and firm details
Items 1, 2, 5- Legal name
- LNS Operations, LLC
- Also doing business as
- INTENTGEN FINANCIAL PARTNERS, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 16. Performing investment advisory functions: 6.
- Wrap fee program participation
- Yes.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
15 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- October 2026
- Regulatory assets under management went from $0 to $756,604,853.
- Registered or notice-filed in AL, IA.
- June 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Intentgen Financial Partners (CRD 341913): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/intentgen-financial-partners-naperville-il-341913