Investment adviser · CRD 108048

EXCELSIOR INVESTORS

Investment adviser filing (IA)

INTELLIGENT FINANCIAL STRATEGIES, LLC

EXCELSIOR, MN, United States · Form ADV filed Jan 23, 2026

Regulatory AUM
$242M
Form ADV · Item 5.F
Client accounts
326
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
1
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals72$221,010,40091.3%
Individuals33$18,148,1437.5%
CharitiesFewer than 5$2,835,8381.2%
Filing source

Form ADV 2044502 · Jan 23, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jan 23, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Fixed

Principal office

34 WATER STREET, SUITE 8
EXCELSIOR, MN, 55331, United States

CRD 108048

Filing source

Form ADV 2044502 · Jan 23, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.