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Intellus Advisors, LLC

CRD 332883  ·  Naples, FL  ·  $1.4B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
332883
SEC number
801-131142
Firm type
RIA
Assets under management
$1.4B as of Mar 25, 2026
Website
www.intellusadvisors.com ↗
Phone
239-649-3600
Address
8625 Tamiami Trail N., Naples, FL, 34108

Advisors at this firm

9 in our index · page 1 of 1

  • Tanner Jay BettsCRD 6878227 · Naples, FL
    IA RegisteredRegistration inactive
  • Ryan BousquetCRD 7401616 · Naples, FL
    IA RegisteredRegistration inactive
  • Karen M ChancyCRD 3149625 · Naples, FL
    IA RegisteredRegistration inactive
  • Nancy FariasCRD 2798482 · Naples, FL
    IA RegisteredRegistration inactive
  • Kearsley Barton LewisCRD 2659762 · Naples, FL
    IA RegisteredRegistration inactive
  • Kevin RiceCRD 7697155 · Sarasota, FL
    IA RegisteredRegistration inactive
  • Joshua Gary SankesCRD 4940114 · Sarasota, FL
    IA RegisteredRegistration inactive
    Disclosure event(s) on record
  • Nathan Myer ShafferCRD 7205272 · Naples, FL
    IA RegisteredRegistration inactive
  • James Charles SnyderCRD 6275869 · Naples, FL
    IA RegisteredRegistration inactive
1–9 of 9

Source & corrections

Where this page comes from

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SEC IAPD record for firm CRD 332883 ↗ FINRA BrokerCheck record for firm CRD 332883 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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