INTENTIONAL, LLC
Legal name: INTENTIONAL
CRD #318570 SEC #801-123251 FORT MILL, SC 1-866-752-6410
SEC Registered
Total AUM
$148.2M
Discretionary
$143.8M
Employees
3
Clients
51
Accounts
165
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $148.2M | $143.8M | $4.4M | 3 | 0 |
| Feb 2025 | $148.2M | $143.8M | $4.4M | 3 | 0 |
| May 2024 | $124.7M | $120.7M | $4M | 3 | 0 |
| Mar 2024 | $124.7M | $120.7M | $4M | 3 | 0 |
| Sep 2023 | $107.4M | $104.6M | $2.8M | 3 | 0 |
| May 2023 | $107.4M | $104.6M | $2.8M | 4 | 0 |
| Feb 2023 | $107.4M | $104.6M | $2.8M | 4 | 0 |
| Jan 2023 | $104.4M | $104.4M | $0 | 4 | 0 |
| Jan 2023 | $104.4M | $104.4M | $0 | 3 | 0 |
| Jul 2022 | $95M | $95M | $0 | 3 | 0 |
| Jul 2022 | $95M | $95M | $0 | 3 | 0 |
| Jul 2022 | $95M | $95M | $0 | 3 | 0 |
| Jul 2022 | $95M | $95M | $0 | 3 | 0 |
| Jul 2022 | $95M | $95M | $0 | 3 | 0 |
| Jun 2022 | $95M | $95M | $0 | 3 | 0 |
| May 2022 | $0 | $0 | $0 | 3 | 0 |
| Mar 2022 | $0 | $0 | $0 | 3 | 0 |
| Jan 2022 | $0 | $0 | $0 | 3 | 0 |
DateSep 2025
Total AUM$148.2M
Discretionary$143.8M
Non-Disc.$4.4M
Employees3
Clients0
DateFeb 2025
Total AUM$148.2M
Discretionary$143.8M
Non-Disc.$4.4M
Employees3
Clients0
DateMay 2024
Total AUM$124.7M
Discretionary$120.7M
Non-Disc.$4M
Employees3
Clients0
DateMar 2024
Total AUM$124.7M
Discretionary$120.7M
Non-Disc.$4M
Employees3
Clients0
DateSep 2023
Total AUM$107.4M
Discretionary$104.6M
Non-Disc.$2.8M
Employees3
Clients0
DateMay 2023
Total AUM$107.4M
Discretionary$104.6M
Non-Disc.$2.8M
Employees4
Clients0
DateFeb 2023
Total AUM$107.4M
Discretionary$104.6M
Non-Disc.$2.8M
Employees4
Clients0
DateJan 2023
Total AUM$104.4M
Discretionary$104.4M
Non-Disc.$0
Employees4
Clients0
DateJan 2023
Total AUM$104.4M
Discretionary$104.4M
Non-Disc.$0
Employees3
Clients0
DateJul 2022
Total AUM$95M
Discretionary$95M
Non-Disc.$0
Employees3
Clients0
DateJul 2022
Total AUM$95M
Discretionary$95M
Non-Disc.$0
Employees3
Clients0
DateJul 2022
Total AUM$95M
Discretionary$95M
Non-Disc.$0
Employees3
Clients0
DateJul 2022
Total AUM$95M
Discretionary$95M
Non-Disc.$0
Employees3
Clients0
DateJul 2022
Total AUM$95M
Discretionary$95M
Non-Disc.$0
Employees3
Clients0
DateJun 2022
Total AUM$95M
Discretionary$95M
Non-Disc.$0
Employees3
Clients0
DateMay 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJan 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0