{
  "crd_number": 318570,
  "slug": "intentional-fort-mill-sc-318570",
  "primary_business_name": "INTENTIONAL",
  "legal_name": "INTENTIONAL, LLC",
  "dbas": [
    "PRIME WEALTH MANAGMENT"
  ],
  "city": "Fort Mill",
  "state": "SC",
  "country": "United States",
  "cbsa_code": "16740",
  "metro": {
    "cbsa_code": "16740",
    "common_name": "Charlotte",
    "msa_name": "Charlotte-Concord-Gastonia, NC-SC",
    "path": "/advisors/nc/charlotte"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-02-18",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-06-04",
  "carried_forward": false,
  "raum_total": 175825193.0,
  "raum_discretionary": 175825193.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 79361212.0,
      "count": 353
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 7315617.0,
      "count": 5
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 89148364.0,
      "count": 42
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "periodicals_newsletters",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "DE",
    "FL",
    "HI",
    "MD",
    "NC",
    "SC",
    "VA"
  ],
  "websites": [
    "https://i10wealth.com",
    "https://primewm.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/318570",
  "city_as_filed": "FORT MILL",
  "url": "https://advisorcensus.com/firm/intentional-fort-mill-sc-318570",
  "display_name": "Intentional",
  "summary": "Intentional is an SEC-registered investment advisory firm in Fort Mill, SC, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 4, 2026.",
  "citation": "AdvisorCensus. Intentional (CRD 318570): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "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)",
    "Publication of periodicals or newsletters",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Intentional compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Intentional reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "Where is Intentional located?",
      "a": "Intentional's principal office is in Fort Mill, SC, according to its Form ADV."
    },
    {
      "q": "Is Intentional registered with the SEC or a state?",
      "a": "Intentional is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 318570."
    },
    {
      "q": "How much does Intentional manage?",
      "a": "Intentional reports $175,825,193 in regulatory assets under management in its Form ADV filing dated June 4, 2026 (100% discretionary)."
    },
    {
      "q": "How have Intentional's assets and staff changed since 2022?",
      "a": "In the Form ADV data for Intentional: Regulatory assets under management: $94,996,432 in the October 2022 data and $175,825,193 in the October 2026 data, up 85%. Total employees: 3 in October 2022 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Intentional serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (353); high net worth individuals (42); pension and profit sharing plans (but not the plan participants or government pension plans) (5)."
    },
    {
      "q": "Which custodians does Intentional use?",
      "a": "Intentional's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Intentional report any disciplinary disclosures?",
      "a": "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/318570"
    },
    {
      "q": "What changed in Intentional's recent Form ADV filings?",
      "a": "In the February 2026 filing data: Regulatory assets under management went from $148,211,936 to $175,825,193 (+19%)."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 94996432.0,
      "total_employees": 3,
      "filing_date": "2022-07-26"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 107430713.0,
      "total_employees": 3,
      "filing_date": "2023-09-25"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 124717218.0,
      "total_employees": 3,
      "filing_date": "2024-05-09"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 148211936.0,
      "total_employees": 3,
      "filing_date": "2025-02-13"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 175825193.0,
      "total_employees": 3,
      "filing_date": "2026-06-04"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Regulatory assets under management went from $148,211,936 to $175,825,193 (+19%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Raymond James & Associates, Inc.",
      "name_as_filed": "RAYMOND JAMES & ASSOCIATES, INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/intentional-fort-mill-sc-318570.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 353,
      "fewer_than_5": false,
      "raum": 79361212.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 42,
      "fewer_than_5": false,
      "raum": 89148364.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 7315617.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/318570",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}