# Intelus Advisory Group

Intelus Advisory Group is a Bank / Wealth / Trust based in Birmingham, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Birmingham, United States
- **Region:** North America
- **Address:** Birmingham, AL, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** inteluswm.com
- **LinkedIn:** https://www.linkedin.com/company/intelus-wealth-management

## Regulatory record

- **CRD number:** 310180
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/310180

## About

Intelus Advisory Group was formed in 2020 as a registered investment adviser headquartered in Birmingham, Alabama. The firm's founding team structured the practice around financial planning and discretionary portfolio management for a client base that spans individual retail investors, corporate accounts, and insurance-company mandates — a multi-channel model that distinguishes it from single-family offices or pure institutional shops. The firm's advisory book includes portfolio construction and ongoing management across traditional liquid asset classes. Intelus deploys client capital primarily through publicly traded securities, with equity and fixed-income allocations forming the core of its managed-account strategies. The firm has indicated it also serves insurance companies, a client segment that typically demands liability-aware fixed-income portfolio management and regulatory capital-compliant structuring. The geographic footprint remains concentrated in the US Southeast, with Birmingham serving as the sole recorded advisory hub. The firm's current scale remains undocumented in public filings or financial press, and no headcount or total regulatory assets under management figure has been disclosed outside of confidential Form ADV filings not publicly retrieved here. The absence of a named CIO, managing principal, or partner roster in available public materials makes the leadership structure opaque relative to peer RIAs of similar vintage. Intelus's structural shape — an RIA serving retail, corporate, and insurance balance sheets under one roof — reflects a deliberate diversification away from reliance on any single client channel. Most registered investment advisers of its size concentrate on one of those verticals; Intelus layered all three from inception, which creates a different set of compliance and portfolio-construction requirements than a pure retail RIA faces. Whether the firm can scale that model beyond its Birmingham base will depend on its ability to recruit advisory talent and disclose a transparency bar high enough for institutional consultant gatekeepers.

## Sectors

- Wealth Management
- Financial Planning
- Insurance

## Questions

### Who runs investment decisions at Intelus Advisory Group?

Intelus has not publicly named a chief investment officer, managing principal, or investment committee roster. The firm's SEC registration as a registered investment adviser requires designated individuals on its Form ADV, but those details remain opaque in publicly available summaries. Without a named decision-maker, external allocators and peer firms cannot assess the investment team's experience or tenure.

### Does Intelus Advisory Group disclose its assets under management?

No public AUM figure is available. As a registered investment adviser, Intelus reports regulatory assets under management on its Form ADV filing with the SEC, but that number has not been surfaced in financial press or public databases. The lack of disclosed scale makes it difficult for institutional allocators to benchmark the firm against peers.

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- [Intelligent Wealth Solutions](https://altss.com/profile/intelligent-wealth-solutions)
- [Intentional](https://altss.com/profile/intentional)

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Last updated: 2026-08-11T02:43:31.692Z

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