Intellus Advisors, Llc
- Regulatory AUM
- $1.4B
- Discretionary
- $1.3B
- Clients
- 1,029
- Avg AUM / client
- $1.3M
- Accounts
- 3,462
- Employees
- 15
AUM over time
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 845 | $413M | 30.6% |
| High net worth individuals | 157 | $868M | 64.3% |
| Banking or thrift institutions | 10 | $12.4M | 0.92% |
| Pension and profit sharing plans | 8 | $21.0M | 1.56% |
| Corporations and other businesses | 9 | $36.0M | 2.67% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Bonita Bay Club 401(k) Plan Bonita Bay Club, Inc. | 2024 | |
| Premier Dermatology 401(k) Plan Premier Dermatology, Llc | 2024 |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kearsley Barton Lewis | Co Manager, Chief Executive Officer | Aug 2015 (11y) | ≈ 28.13% – 75% via K. Barton Lewis Revocable Trust U/A Dtd | |
| Karen M Chancy | Co Manager, Chief Financial Officer | CFP | Dec 2019 (7y) | ≈ 28.13% – 75% via Karen M. Chancy Trust U/A |
| Warning, Andrew, S | Chief Compliance Officer | Aug 2024 (2y) | Less than 5% | |
| Joshua Gary Sankes | Registered representative | Nov 2024 (2y) | ||
| Kevin Rice | Registered representative | Nov 2024 (2y) | ||
| Tanner Jay Betts | Registered representative | Nov 2024 (2y) | ||
| Ryan Bousquet | Registered representative | Nov 2024 (2y) | ||
| James Charles Snyder | Registered representative | CFP | Nov 2024 (2y) | |
| Nancy Farias | Registered representative | Aug 2025 (1y) | ||
| Nathan Myer Shaffer | Registered representative | Sep 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Bifrost Management, Llc | Member | Aug 2024 | A | 50% – 75% |
| Chancy Ventures, Llc | Member | Aug 2024 | A | 50% – 75% |
| K. Barton Lewis Revocable Trust U/A Dtd | Owner | Aug 2024 | B | ≈ 37.5% – 75% via Bifrost Management, Llc |
| Karen M. Chancy Trust U/A | Owner | Aug 2024 | B | ≈ 37.5% – 75% via Chancy Ventures, Llc |
Estimated effective ownership (look-through of filed bands):
- Kearsley Barton Lewis: 75% – 100% of K. Barton Lewis Revocable Trust U/A Dtd × 75% – 100% of Bifrost Management, Llc × 50% – 75% direct ≈ 28.13% – 75% of the firm
- Karen M Chancy: 75% – 100% of Karen M. Chancy Trust U/A × 75% – 100% of Chancy Ventures, Llc × 50% – 75% direct ≈ 28.13% – 75% of the firm
- K. Barton Lewis Revocable Trust U/A Dtd: 75% – 100% of Bifrost Management, Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Karen M. Chancy Trust U/A: 75% – 100% of Chancy Ventures, Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Bonita Bay Club 401(k) Plan | Bonita Bay Club, Inc. | 308 | $15.3M | 01/01/2024 |
| Premier Dermatology 401(k) Plan | Premier Dermatology, Llc | 173 | $16.4M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Raymond James $1.4B (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗