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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 13, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BERNARD, GERALD, FRANCIS | I | CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| BERNARD, GERALD, FRANCIS | I | MEMBER | NA | Control |
| BERNARD, GERALD, FRANCIS | I | MEMBER | NA | Control |
| BERNARD, GERALD, FRANCIS | I | MEMBER | NA | Control |
| BERNARD, GERALD, FRANCIS | I | MEMBER | NA | Control |
| BERNARD, GERALD, FRANCIS | I | CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| BERNARD, GERALD, FRANCIS | I | MEMBER | NA | Control |
| CARLSON, JILLIAN, SUZANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CARLSON, JILLIAN, SUZANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CARLSON, JILLIAN, SUZANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CARLSON, JILLIAN, SUZANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CARLSON, JILLIAN, SUZANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CARLSON, JILLIAN, SUZANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CARLSON, JILLIAN, SUZANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CARLSON, JILLIAN, SUZANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CARLSON, JILLIAN, SUZANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CARLSON, JILLIAN, SUZANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CARLSON, JILLIAN, SUZANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CARLSON, JILLIAN, SUZANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CARLSON, JILLIAN, SUZANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CARLSON, JILLIAN, SUZANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CARLSON, JILLIAN, SUZANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CARLSON, JILLIAN, SUZANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CARLSON, JILLIAN, SUZANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CARLSON, JILLIAN, SUZANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CARLSON, JILLIAN, SUZANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CARLSON, JILLIAN, SUZANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CARLSON, JILLIAN, SUZANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CARLSON, JILLIAN, SUZANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CARLSON, JILLIAN, SUZANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| DRAKE, PHILIP, DAVID | I | CHIEF INVESTMENT OFFICER | NA | Control |
| DRAKE, PHILIP, DAVID | I | CHIEF INVESTMENT OFFICER | NA | Control |
| GOLDINOV, FREDERICK, HILARY | I | GENERAL COUNSEL | NA | Control |
| GOLDINOV, FREDERICK, HILARY | I | MEMBER | NA | Control |
| GOLDINOV, FREDERICK, HILARY | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| GOLDINOV, FREDERICK, HILARY | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| GOLDINOV, FREDERICK, HILARY | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| GOLDINOV, FREDERICK, HILARY | I | GENERAL COUNSEL | NA | Control |
| GOLDINOV, FREDERICK, HILARY | I | MEMBER | NA | Control |
| ROSSI, JENNIFER, JILL | I | MEMBER | NA | |
| ROSSI, JENNIFER, JILL | I | MEMBER | NA | |
| ROSSI, JENNIFER, JILL | I | MEMBER | NA | |
| ROSSI, JENNIFER, JILL | I | VICE PRESIDENT, CHIEF ADMINISTRATIVE OFFICER | NA | |
| ROSSI, JENNIFER, JILL | I | VICE PRESIDENT, CHIEF ADMINISTRATIVE OFFICER | NA | |
| ROSSI, JENNIFER, JILL | I | VICE PRESIDENT, CHIEF ADMINISTRATIVE OFFICER | NA | |
| ROSSI, JENNIFER, JILL | I | VICE PRESIDENT, CHIEF ADMINISTRATIVE OFFICER | NA | |
| ROSSI, JENNIFER, JILL | I | VICE PRESIDENT, CHIEF ADMINISTRATIVE OFFICER | NA | |
| ROSSI, JENNIFER, JILL | I | VICE PRESIDENT, CHIEF ADMINISTRATIVE OFFICER | NA | |
| ROSSI, JENNIFER, JILL | I | VICE PRESIDENT, CHIEF ADMINISTRATIVE OFFICER | NA | |
| ROSSI, JENNIFER, JILL | I | VICE PRESIDENT, CHIEF ADMINISTRATIVE OFFICER | NA | |
| ROSSI, JENNIFER, JILL | I | VICE PRESIDENT, CHIEF ADMINISTRATIVE OFFICER | NA | |
| ROSSI, JENNIFER, JILL | I | VICE PRESIDENT, CHIEF ADMINISTRATIVE OFFICER | NA | |
| ROSSI, JENNIFER, JILL | I | VICE PRESIDENT, CHIEF ADMINISTRATIVE OFFICER | NA | |
| ROSSI, JENNIFER, JILL | I | VICE PRESIDENT, CHIEF ADMINISTRATIVE OFFICER | NA | |
| ROSSI, JENNIFER, JILL | I | VICE PRESIDENT, CHIEF ADMINISTRATIVE OFFICER | NA | |
| ROSSI, JENNIFER, JILL | I | VICE PRESIDENT, CHIEF ADMINISTRATIVE OFFICER | NA | |
| ROSSI, JENNIFER, JILL | I | VICE PRESIDENT, CHIEF ADMINISTRATIVE OFFICER | NA | |
| ROSSI, JENNIFER, JILL | I | VICE PRESIDENT, CHIEF ADMINISTRATIVE OFFICER | NA | |
| ROSSI, JENNIFER, JILL | I | VICE PRESIDENT, CHIEF ADMINISTRATIVE OFFICER | NA | |
| ROSSI, JENNIFER, JILL | I | VICE PRESIDENT, CHIEF ADMINISTRATIVE OFFICER | NA | |
| ROSSI, JENNIFER, JILL | I | VICE PRESIDENT, CHIEF ADMINISTRATIVE OFFICER | NA | |
| ROSSI, JENNIFER, JILL | I | VICE PRESIDENT, CHIEF ADMINISTRATIVE OFFICER | NA | |
| Rossi, Charles, Vincent | I | VICE PRESIDENT | NA | |
| Rossi, Charles, Vincent | I | VICE PRESIDENT | NA | |
| Rossi, Charles, Vincent | I | VICE PRESIDENT | NA | |
| Rossi, Charles, Vincent | I | VICE PRESIDENT | NA | |
| Rossi, Charles, Vincent | I | VICE PRESIDENT | NA | |
| Rossi, Charles, Vincent | I | VICE PRESIDENT | NA | |
| Rossi, Charles, Vincent | I | VICE PRESIDENT | NA | |
| VAMVAKIAS, JENNIFER, JILL | I | MEMBER | NA | |
| VAMVAKIAS, JENNIFER, JILL | I | MEMBER | NA | |
| VAMVAKIAS, JENNIFER, JILL | I | MEMBER | NA | |
| VAMVAKIAS, JENNIFER, JILL | I | MEMBER | NA | |
| VAMVAKIAS, JENNIFER, JILL | I | MEMBER | NA | |
| VAMVAKIAS, JENNIFER, JILL | I | MEMBER | NA | |
| VAMVAKIAS, JENNIFER, JILL | I | MEMBER | NA | |
| VAMVAKIAS, JENNIFER, JILL | I | MEMBER | NA | |
| VAMVAKIAS, JENNIFER, JILL | I | MEMBER | NA | |
| VAMVAKIAS, JENNIFER, JILL | I | MEMBER | NA | |
| VAMVAKIAS, JENNIFER, JILL | I | MEMBER | NA | |
| VAMVAKIAS, JENNIFER, JILL | I | MEMBER | NA | |
| VAMVAKIAS, JENNIFER, JILL | I | MEMBER | NA | |
| VAMVAKIAS, JENNIFER, JILL | I | MEMBER | NA | |
| VAMVAKIAS, JENNIFER, JILL | I | MEMBER | NA | |
| VAMVAKIAS, JENNIFER, JILL | I | MEMBER | NA | |
| VAMVAKIAS, JENNIFER, JILL | I | MEMBER | NA | |
| VAMVAKIAS, JENNIFER, JILL | I | MEMBER | NA | |
| VAMVAKIAS, JENNIFER, JILL | I | MEMBER | NA | |
| VAMVAKIAS, JENNIFER, JILL | I | MEMBER | NA | |
| VAMVAKIAS, JENNIFER, JILL | I | MEMBER | NA | |
| BERNSTEIN, DANIEL, ADAM | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| ROSSI, VINCENT, HARL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | E | Control |
| ROSSI, VINCENT, HARL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | E | Control |
| ROSSI, VINCENT, HARL | I | CHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | E | Control |
| ROSSI, VINCENT, HARL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | E | Control |
| ROSSI, VINCENT, HARL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | E | Control |
| ROSSI, VINCENT, HARL | I | CHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | E | Control |
| ROSSI, VINCENT, HARL | I | CHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | E | Control |
| ROSSI, VINCENT, HARL | I | CHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | E | Control |
| ROSSI, VINCENT, HARL | I | CHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | E | Control |
| ROSSI, VINCENT, HARL | I | CHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | E | Control |
| ROSSI, VINCENT, HARL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | E | Control |
| ROSSI, VINCENT, HARL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | E | Control |
| ROSSI, VINCENT, HARL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | E | Control |
| ROSSI, VINCENT, HARL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | E | Control |
| ROSSI, VINCENT, HARL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | E | Control |
| ROSSI, VINCENT, HARL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | E | Control |
| ROSSI, VINCENT, HARL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | E | Control |
| ROSSI, VINCENT, HARL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | E | Control |
| ROSSI, VINCENT, HARL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | E | Control |
| ROSSI, VINCENT, HARL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | E | Control |
| ROSSI, VINCENT, HARL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | E | Control |
| ROSSI, VINCENT, HARL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | E | Control |
| ROSSI, VINCENT, HARL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | E | Control |
| ROSSI, VINCENT, HARL | I | PRESIDENT, CHIEF INVESTMENT OFFICER | E | Control |
| ROSSI, VINCENT, HARL | I | PRESIDENT, CHIEF INVESTMENT OFFICER | E | Control |
| ROSSI, VINCENT, HARL | I | PRESIDENT, CHIEF INVESTMENT OFFICER | E | Control |
| ROSSI, VINCENT, HARL | I | PRESIDENT, CHIEF INVESTMENT OFFICER | E | Control |
| ROSSI, VINCENT, HARL | I | PRESIDENT, CHIEF INVESTMENT OFFICER | E | Control |
| ROSSI, VINCENT, HARL | I | PRESIDENT, CHIEF INVESTMENT OFFICER | E | Control |
| ROSSI, VINCENT, HARL | I | PRESIDENT, CHIEF INVESTMENT OFFICER | E | Control |
| ROSSI, VINCENT, HARL | I | PRESIDENT, CHIEF INVESTMENT OFFICER | E | Control |
| ROSSI, VINCENT, HARL | I | PRESIDENT, CHIEF INVESTMENT OFFICER | E | Control |
| ROSSI, VINCENT, HARL | I | PRESIDENT, CHIEF INVESTMENT OFFICER | E | Control |
| ROSSI, VINCENT, HARL | I | PRESIDENT, CHIEF INVESTMENT OFFICER | E | Control |
| ROSSI, VINCENT, HARL | I | PRESIDENT, CHIEF INVESTMENT OFFICER | E | Control |
| ROSSI, VINCENT, HARL | I | PRESIDENT, CHIEF INVESTMENT OFFICER | E | Control |
| ROSSI, VINCENT, HARL | I | PRESIDENT, CHIEF INVESTMENT OFFICER | E | Control |
| ROSSI, VINCENT, HARL | I | PRESIDENT, CHIEF INVESTMENT OFFICER | E | Control |
| ROSSI, VINCENT, HARL | I | PRESIDENT, CHIEF INVESTMENT OFFICER | E | Control |
| ROSSI, VINCENT, HARL | I | PRESIDENT, CHIEF INVESTMENT OFFICER | E | Control |
| ROSSI, VINCENT, HARL | I | PRESIDENT, CHIEF INVESTMENT OFFICER | E | Control |
| ROSSI, VINCENT, HARL | I | PRESIDENT, CHIEF INVESTMENT OFFICER | E | Control |
| ROSSI, VINCENT, HARL | I | PRESIDENT, CHIEF INVESTMENT OFFICER | E | Control |
| ROSSI, VINCENT, HARL | I | PRESIDENT, CHIEF INVESTMENT OFFICER | E | Control |
| ROSSI, VINCENT, HARL | I | PRESIDENT, CHIEF INVESTMENT OFFICER | E | Control |
| ROSSI, VINCENT, HARL | I | PRESIDENT, CHIEF INVESTMENT OFFICER | E | Control |
| ROSSI, COLEEN, MARY | I | MEMBER | D | Control |
| ROSSI, COLEEN, MARY | I | MEMBER | D | Control |
| ROSSI, COLEEN, MARY | I | MEMBER | D | Control |
| ROSSI, COLEEN, MARY | I | MEMBER | D | Control |
| ROSSI, COLEEN, MARY | I | MEMBER | D | Control |
| ROSSI, VINCENT, HARL | I | CHIEF EXECUTIVE OFFICER | D | Control |
| ROSSI, VINCENT, HARL | I | CHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER | D | Control |
| ROSSI, VINCENT, HARL | I | CHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER | D | Control |
| ROSSI, VINCENT, HARL | I | CHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER | D | Control |
| ROSSI, VINCENT, HARL | I | CHIEF EXECUTIVE OFFICER | D | Control |
Registrations
Federal
IA
Aug 13, 2025 REGISTERED
Notice Filings (8)
AZ CA DE FL LA NH TX WA
Address
16427 NORTH SCOTTSDALE ROADSUITE 350
SCOTTSDALE, AZ 85254-1595
United States
Phone: 480-951-2900