# Intentgen Financial Partners

> 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.

- CRD: 341913
- Filed as: INTENTGEN FINANCIAL PARTNERS
- Legal name: LNS Operations, LLC
- Also doing business as: INTENTGEN FINANCIAL PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Naperville, IL
- Filing period: October 2026
- Form ADV filing dated: September 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/341913
- AdvisorCensus page: https://advisorcensus.com/firm/intentgen-financial-partners-naperville-il-341913

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $756,604,853
- Discretionary: $650,900,681
- Non-discretionary: $105,704,172

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 367 | $613,899,263 |
| High net worth individuals | 240 | $136,907,646 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 1 | $4,004,403 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 4 | $1,793,541 |
| Other | 0 | $0 |

### 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: 2026 (0 years)
- Employees: 16 total, 6 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AL, AZ, CA, CO, FL, GA, IA, IL, IN, MI, MN, NC, TN, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- intentgen.com
- Facebook @INTENTGENFINANCIALPARTNERS
- LinkedIn @intentgen
- YouTube @INTENTGENFINANCIALPARTNERS9654

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Intentgen Financial Partners (CRD 341913): Form ADV filing data as of October 2026.