ICW INVESTMENT ADVISORS, LLC
Legal name: INTELLIGENT CAPITALWORKS
CRD #135081 SEC #801-64460 SCOTTSDALE, AZ 480-951-2900
SEC Registered
Total AUM
$355.7M
Discretionary
$355.7M
Employees
6
Clients
51
Accounts
332
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $355.7M | $355.7M | $0 | 6 | 0 |
| Mar 2025 | $336.4M | $336.4M | $0 | 6 | 0 |
| Apr 2024 | $297.6M | $297.6M | $0 | 6 | 0 |
| Mar 2024 | $297.6M | $297.6M | $0 | 6 | 0 |
| Mar 2023 | $241.6M | $241.4M | $200K | 6 | 0 |
| May 2022 | $247.3M | $247.1M | $200K | 7 | 0 |
| Mar 2022 | $247.3M | $247.1M | $200K | 7 | 0 |
| Oct 2021 | $203.2M | $202.2M | $1M | 6 | 0 |
| Oct 2021 | $203.2M | $202.2M | $1M | 6 | 0 |
| Oct 2021 | $203.2M | $202.2M | $1M | 6 | 0 |
| Mar 2021 | $203.2M | $202.2M | $1M | 6 | 0 |
| Nov 2020 | $181.1M | $180M | $1.1M | 6 | 0 |
| Jul 2020 | $181.1M | $180M | $1.1M | 6 | 0 |
| Jun 2020 | $181.1M | $180M | $1.1M | 6 | 0 |
| Jun 2020 | $181.1M | $180M | $1.1M | 6 | 0 |
| Mar 2020 | $181.1M | $180M | $1.1M | 6 | 0 |
| Apr 2019 | $162.2M | $160.6M | $1.6M | 6 | 0 |
| Mar 2019 | $162.2M | $160.6M | $1.6M | 6 | 0 |
| Apr 2018 | $146.1M | $144.5M | $1.6M | 6 | 0 |
| Mar 2018 | $146.1M | $144.5M | $1.6M | 6 | 0 |
| Mar 2017 | $138.7M | $135.5M | $3.2M | 6 | 26 |
| Mar 2016 | $120.3M | $117.8M | $2.5M | 5 | 26 |
| Dec 2015 | $118.1M | $115.1M | $3M | 4 | 26 |
| Apr 2015 | $118.1M | $115.1M | $3M | 4 | 26 |
| Apr 2015 | $118.1M | $115.1M | $3M | 4 | 26 |
| Feb 2015 | $114.7M | $109.3M | $5.4M | 4 | 26 |
| Mar 2014 | $109.1M | $104.2M | $4.9M | 4 | 26 |
| Mar 2014 | $109.1M | $104.2M | $4.9M | 4 | 26 |
| Mar 2013 | $94.6M | $92.4M | $2.1M | 4 | 26 |
| Mar 2012 | $107.8M | $104.6M | $3.2M | 1 | 26 |
| Mar 2012 | $111.3M | $105M | $6.3M | 1 | 26 |
| Apr 2011 | $111.3M | $105M | $6.3M | 5 | -- |
| Apr 2011 | $111.3M | $105M | $6.3M | 5 | -- |
| Mar 2011 | $111.3M | $105M | $6.3M | 5 | -- |
| Jan 2011 | $103.8M | $95M | $8.8M | 5 | -- |
| Sep 2010 | $101.7M | $92.4M | $9.3M | 10 | -- |
| May 2010 | $101.7M | $92.4M | $9.3M | 10 | -- |
| Jan 2010 | $101.7M | $92.4M | $9.3M | 10 | -- |
| Apr 2009 | $82.1M | $80.6M | $1.5M | 10 | -- |
| Mar 2009 | $82.1M | $80.6M | $1.5M | 10 | -- |
| Feb 2008 | $102.3M | $100M | $2.3M | 5 | -- |
| Apr 2007 | $109.2M | $105.2M | $4M | 5 | -- |
| Mar 2007 | $109.2M | $105.2M | $4M | 5 | -- |
| Mar 2006 | $95.2M | $90.2M | $5.1M | 5 | -- |
| Nov 2005 | $95M | $90.3M | $4.8M | 5 | -- |
| Jun 2005 | $0 | $0 | $0 | 5 | -- |
DateAug 2025
Total AUM$355.7M
Discretionary$355.7M
Non-Disc.$0
Employees6
Clients0
DateMar 2025
Total AUM$336.4M
Discretionary$336.4M
Non-Disc.$0
Employees6
Clients0
DateApr 2024
Total AUM$297.6M
Discretionary$297.6M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$297.6M
Discretionary$297.6M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$241.6M
Discretionary$241.4M
Non-Disc.$200K
Employees6
Clients0
DateMay 2022
Total AUM$247.3M
Discretionary$247.1M
Non-Disc.$200K
Employees7
Clients0
DateMar 2022
Total AUM$247.3M
Discretionary$247.1M
Non-Disc.$200K
Employees7
Clients0
DateOct 2021
Total AUM$203.2M
Discretionary$202.2M
Non-Disc.$1M
Employees6
Clients0
DateOct 2021
Total AUM$203.2M
Discretionary$202.2M
Non-Disc.$1M
Employees6
Clients0
DateOct 2021
Total AUM$203.2M
Discretionary$202.2M
Non-Disc.$1M
Employees6
Clients0
DateMar 2021
Total AUM$203.2M
Discretionary$202.2M
Non-Disc.$1M
Employees6
Clients0
DateNov 2020
Total AUM$181.1M
Discretionary$180M
Non-Disc.$1.1M
Employees6
Clients0
DateJul 2020
Total AUM$181.1M
Discretionary$180M
Non-Disc.$1.1M
Employees6
Clients0
DateJun 2020
Total AUM$181.1M
Discretionary$180M
Non-Disc.$1.1M
Employees6
Clients0
DateJun 2020
Total AUM$181.1M
Discretionary$180M
Non-Disc.$1.1M
Employees6
Clients0
DateMar 2020
Total AUM$181.1M
Discretionary$180M
Non-Disc.$1.1M
Employees6
Clients0
DateApr 2019
Total AUM$162.2M
Discretionary$160.6M
Non-Disc.$1.6M
Employees6
Clients0
DateMar 2019
Total AUM$162.2M
Discretionary$160.6M
Non-Disc.$1.6M
Employees6
Clients0
DateApr 2018
Total AUM$146.1M
Discretionary$144.5M
Non-Disc.$1.6M
Employees6
Clients0
DateMar 2018
Total AUM$146.1M
Discretionary$144.5M
Non-Disc.$1.6M
Employees6
Clients0
DateMar 2017
Total AUM$138.7M
Discretionary$135.5M
Non-Disc.$3.2M
Employees6
Clients26
DateMar 2016
Total AUM$120.3M
Discretionary$117.8M
Non-Disc.$2.5M
Employees5
Clients26
DateDec 2015
Total AUM$118.1M
Discretionary$115.1M
Non-Disc.$3M
Employees4
Clients26
DateApr 2015
Total AUM$118.1M
Discretionary$115.1M
Non-Disc.$3M
Employees4
Clients26
DateApr 2015
Total AUM$118.1M
Discretionary$115.1M
Non-Disc.$3M
Employees4
Clients26
DateFeb 2015
Total AUM$114.7M
Discretionary$109.3M
Non-Disc.$5.4M
Employees4
Clients26
DateMar 2014
Total AUM$109.1M
Discretionary$104.2M
Non-Disc.$4.9M
Employees4
Clients26
DateMar 2014
Total AUM$109.1M
Discretionary$104.2M
Non-Disc.$4.9M
Employees4
Clients26
DateMar 2013
Total AUM$94.6M
Discretionary$92.4M
Non-Disc.$2.1M
Employees4
Clients26
DateMar 2012
Total AUM$107.8M
Discretionary$104.6M
Non-Disc.$3.2M
Employees1
Clients26
DateMar 2012
Total AUM$111.3M
Discretionary$105M
Non-Disc.$6.3M
Employees1
Clients26
DateApr 2011
Total AUM$111.3M
Discretionary$105M
Non-Disc.$6.3M
Employees5
Clients--
DateApr 2011
Total AUM$111.3M
Discretionary$105M
Non-Disc.$6.3M
Employees5
Clients--
DateMar 2011
Total AUM$111.3M
Discretionary$105M
Non-Disc.$6.3M
Employees5
Clients--
DateJan 2011
Total AUM$103.8M
Discretionary$95M
Non-Disc.$8.8M
Employees5
Clients--
DateSep 2010
Total AUM$101.7M
Discretionary$92.4M
Non-Disc.$9.3M
Employees10
Clients--
DateMay 2010
Total AUM$101.7M
Discretionary$92.4M
Non-Disc.$9.3M
Employees10
Clients--
DateJan 2010
Total AUM$101.7M
Discretionary$92.4M
Non-Disc.$9.3M
Employees10
Clients--
DateApr 2009
Total AUM$82.1M
Discretionary$80.6M
Non-Disc.$1.5M
Employees10
Clients--
DateMar 2009
Total AUM$82.1M
Discretionary$80.6M
Non-Disc.$1.5M
Employees10
Clients--
DateFeb 2008
Total AUM$102.3M
Discretionary$100M
Non-Disc.$2.3M
Employees5
Clients--
DateApr 2007
Total AUM$109.2M
Discretionary$105.2M
Non-Disc.$4M
Employees5
Clients--
DateMar 2007
Total AUM$109.2M
Discretionary$105.2M
Non-Disc.$4M
Employees5
Clients--
DateMar 2006
Total AUM$95.2M
Discretionary$90.2M
Non-Disc.$5.1M
Employees5
Clients--
DateNov 2005
Total AUM$95M
Discretionary$90.3M
Non-Disc.$4.8M
Employees5
Clients--
DateJun 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--