Investment adviser · CRD 318570
INTENTIONAL
Investment adviser filing (IA)
INTENTIONAL, LLC
FORT MILL, SC, United States · Form ADV filed Jun 4, 2026
- Regulatory AUM
- $176M Form ADV · Item 5.F
- Client accounts
- 395 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 42 | $89,148,364 | 50.7% |
| Individuals | 353 | $79,361,212 | 45.1% |
| Retirement plans | 5 | $7,315,617 | 4.2% |
Filing source
Form ADV 2111152 · Jun 4, 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 fundsThe 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: Jun 4, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly
Principal office
850 BEE BALM TRAILFORT MILL, SC, 29708, United States
CRD 318570
Filing source
Form ADV 2111152 · Jun 4, 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.