Intelligent Capitalworks
computer Visit Site phone 480-951-2900 account_balance $181.1 million
July 4th, 2020
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
As a financial advisory firm, also known as a Registered Investment Advisor (RIA), Intelligent Capitalworks can provide a variety of financial planning services for Americans. The goal of a financial advisor is to review your personal finances and work with you to achieve your life goals, e.g., saving for retirement, by creating a comprehensive financial plan. Financial advisors focus primarily on money management, including investments like stocks, ETFs, and mutual funds.
Financial planning services can include tax planning, estate planning, retirement planning, or life-based event planning such as saving for college, getting married, purchasing a home, paying down debt, or planning an inheritance.
| Summary | Firm |
| 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 |
| Investment-Related Prohibition - Court | No |
| Advisor / Client Ratio | 1:21 |
| Languages Offered | Ask firm |
| Specialities | Ask firm |
| Website | Visit Site |
| Phone Number | 480-951-2900 |
| Headquarters | Scottsdale, AZ |
| SEC Filings | View SEC IAPD CRD #135081 |
Disciplinary History
An important aspect of the Trust Algorithm is processing the SEC Form ADV Part 1 filing of each Registered Investment Advisor (RIA). “Item 11 Disclosure Information” contains a list of valuable disclosures that are relevant for Americans.
As identified in SEC Form ADV Part 1, Item 11 “Disclosure Information”, the Trust Algorithm identified the following disciplinary disclosures for Intelligent Capitalworks:
Cost
Unfortunately, there is no single, uniform pricing standard for working with a financial advisor. Catchphrases, including "fee-only," can be helpful; however, Americans often get confused with competitors promoting "fee-based" in response.
Ultimately, to understand the underlying costs of advisory services, we always recommend asking for an itemized fees breakdown. Reading the firm's ADV Part 2 Brochure (Item 5, "Fees and Compensation") is another option, albeit more time-intensive and nuanced (trust us, we have read thousands).
Firm has not provided fee details summary.
Investment Philosophy
Firm has not provided this information.
Financial Professionals
FAQs
Where is Intelligent Capitalworks headquartered? Which states do its financial advisors serve?
Intelligent Capitalworks is headquartered in Scottsdale, AZ. Intelligent Capitalworks offers financial advisor services in 5 states: Arizona, Delaware, Florida, Louisiana, Texas.
What is the average client balance at Intelligent Capitalworks?
While Intelligent Capitalworks advises clients across a variety of portfolio sizes, the average client balance is currently $2,208,536. In total, Intelligent Capitalworks manages $181,100,000 in assets.
What is the historical performance of Intelligent Capitalworks?
Fun Fact: No regulator currently tracks portfolio performance metrics for the financial planning industry. Remember, the financial plan your financial advisor creates with you will always be unique to your personal financial situation. That's the value of working with a financial advisor.
Can I write a review of Intelligent Capitalworks or file a complaint?
investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. As a result, we do not support personal reviews on the site. To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form.
This automated report was generated using SEC and FINRA data and was last updated on July 4th, 2020*. For data support, email "support@investor.com". Views: 274 (trailing six months). Firms that receive a 4.5 or 5-star rating are considered Trusted by investor.com. Learn more.
*SEC data last verified 07/04/2020. 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. Firm’s/Financial Professional’s investor.com profile pages may contain certain limited information directly provided to investor.com by the Firm/Financial Professional including, by way of example only, the “Personal Bio,” “Certifications,” and/or “Investment Philosophy” portions of the profile page. With respect to such information, investor.com cannot and does not independently verify, audit, validate, assess or guarantee the adequacy, accuracy, or completeness of such information; such information is not included or otherwise incorporated within investor.com’s Trust Score algorithm or review process.
