# Intentional Finance, LLC

> Intentional Finance, LLC is a state-registered investment advisory firm in Albuquerque, NM, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 288181
- Filed as: INTENTIONAL FINANCE, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Albuquerque, NM
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/288181
- AdvisorCensus page: https://advisorcensus.com/firm/intentional-finance-llc-albuquerque-nm-288181

## Quick answers

**How is Intentional Finance, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Intentional Finance, 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 Intentional Finance, LLC located?**
Intentional Finance, LLC's principal office is in Albuquerque, NM, according to its Form ADV.

**Is Intentional Finance, LLC registered with the SEC or a state?**
Intentional Finance, LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 288181.

**How much does Intentional Finance, LLC manage?**
Intentional Finance, LLC reports $42,500,982 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (87% discretionary).

**What types of clients does Intentional Finance, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (97); high net worth individuals (15).

**Does Intentional Finance, 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/288181

## 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: $42,500,982
- Discretionary: $36,819,662
- Non-discretionary: $5,681,320

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 97 | $28,426,842 |
| High net worth individuals | 15 | $14,074,140 |
| 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 | 0 | $0 |
| 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 | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, NM
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- intentionalfinancellc.com
- themillionaireinsider.com
- Facebook @INTENTIONALFINANCE
- LinkedIn @18303351
- LinkedIn @SUSAN-KROGER-53ABA962

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Intentional Finance, LLC (CRD 288181): Form ADV filing data as of October 2026.