Intelligent Capitalworks Reviewverified_user

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The following automated report was generated using SEC and FINRA data and was last updated on May 28th, 2020*. For data support, email "". Views: 363 (trailing six months). Firms that receive a 4.5 or 5-star rating are considered Trusted by Learn more.

Intelligent Capitalworks, registered in 2005, is a Registered Investment Advisor (RIA) in 5 state(s) with a licensed staff of 4 advisors. Intelligent Capitalworks manages $181.1 million and provides investment advisory services for 82 clients (1:21 advisor/client ratio).


Firm Information Value
Overall Rating
Advisors Directory View Directory
Avg Advisor Years Registered 18
Minimum Investment $2,000,000
Average Client Balance $2,208,536
Total AUM $181.1 million
Advisor / Client Ratio 1:21
Headquarters Scottsdale, AZ
SEC Filings View SEC IAPD CRD #135081
State(s) Registered AZ, DE, FL, LA, TX

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*SEC data last verified 05/28/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.