INTELLUS ADVISORS, LLC
CRD #332883 SEC #801-131142 NAPLES, FL 239-649-3600
SEC Registered
Total AUM
$1.2B
Discretionary
$1.1B
Employees
12
Clients
10
Accounts
3,377
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 4, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CHANCY, KAREN, M | I | CO-MANAGER | NA | Control |
| CHANCY, KAREN, M | I | CO-MANAGER, CHIEF FINANCIAL OFFICER | NA | Control |
| CHANCY, KAREN, M | I | CO-MANAGER, CHIEF FINANCIAL OFFICER | NA | Control |
| CHANCY, KAREN, M | I | CO-MANAGER, CHIEF FINANCIAL OFFICER | NA | Control |
| CHANCY, KAREN, M | I | CO-MANAGER, CHIEF FINANCIAL OFFICER | NA | Control |
| CHANCY, KAREN, M | I | CO-MANAGER, CHIEF FINANCIAL OFFICER | NA | Control |
| CHANCY, KAREN, M | I | CO-MANAGER, CHIEF FINANCIAL OFFICER | NA | Control |
| CHANCY, KAREN, M | I | CO-MANAGER, CHIEF FINANCIAL OFFICER | NA | Control |
| CHANCY, KAREN, M | I | CO-MANAGER, CHIEF FINANCIAL OFFICER | NA | Control |
| LEWIS, KEARSLEY, BARTON | I | CO-MANAGER | NA | Control |
| LEWIS, KEARSLEY, BARTON | I | CO-MANAGER, CHIEF EXECUTIVE OFFICER | NA | Control |
| LEWIS, KEARSLEY, BARTON | I | CO-MANAGER, CHIEF EXECUTIVE OFFICER | NA | Control |
| LEWIS, KEARSLEY, BARTON | I | CO-MANAGER, CHIEF EXECUTIVE OFFICER | NA | Control |
| LEWIS, KEARSLEY, BARTON | I | CO-MANAGER, CHIEF EXECUTIVE OFFICER | NA | Control |
| LEWIS, KEARSLEY, BARTON | I | CO-MANAGER, CHIEF EXECUTIVE OFFICER | NA | Control |
| LEWIS, KEARSLEY, BARTON | I | CO-MANAGER, CHIEF EXECUTIVE OFFICER | NA | Control |
| LEWIS, KEARSLEY, BARTON | I | CO-MANAGER, CHIEF EXECUTIVE OFFICER | NA | Control |
| LEWIS, KEARSLEY, BARTON | I | CO-MANAGER, CHIEF EXECUTIVE OFFICER | NA | Control |
| WARNING, ANDREW, S | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WARNING, ANDREW, S | I | CHIEF COMPLIANCE OFFICER | NA | |
| WARNING, ANDREW, S | I | CHIEF COMPLIANCE OFFICER | NA | |
| WARNING, ANDREW, S | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WARNING, ANDREW, S | I | CHIEF COMPLIANCE OFFICER | NA | |
| WARNING, ANDREW, S | I | CHIEF COMPLIANCE OFFICER | NA | |
| WARNING, ANDREW, S | I | CHIEF COMPLIANCE OFFICER | NA | |
| WARNING, ANDREW, S | I | CHIEF COMPLIANCE OFFICER | NA | |
| WARNING, ANDREW, S | I | CHIEF COMPLIANCE OFFICER | NA | |
| BIFROST MANAGEMENT | DE | OWNER | D | Control |
| BIFROST MANAGEMENT, LLC | DE | MEMBER | D | Control |
| BIFROST MANAGEMENT, LLC | DE | MEMBER | D | Control |
| BIFROST MANAGEMENT, LLC | DE | MEMBER | D | Control |
| BIFROST MANAGEMENT, LLC | DE | MEMBER | D | Control |
| BIFROST MANAGEMENT, LLC | DE | MEMBER | D | Control |
| BIFROST MANAGEMENT, LLC | DE | MEMBER | D | Control |
| BIFROST MANAGEMENT, LLC | DE | MEMBER | D | Control |
| BIFROST MANAGEMENT, LLC | DE | MEMBER | D | Control |
| CHANCY VENTURES | DE | OWNER | D | Control |
| CHANCY VENTURES, LLC | DE | MEMBER | D | Control |
| CHANCY VENTURES, LLC | DE | MEMBER | D | Control |
| CHANCY VENTURES, LLC | DE | MEMBER | D | Control |
| CHANCY VENTURES, LLC | DE | MEMBER | D | Control |
| CHANCY VENTURES, LLC | DE | MEMBER | D | Control |
| CHANCY VENTURES, LLC | DE | MEMBER | D | Control |
| CHANCY VENTURES, LLC | DE | MEMBER | D | Control |
| CHANCY VENTURES, LLC | DE | MEMBER | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CHANCY, KAREN, M | I | KAREN M. CHANCY TRUST U/A | E | Control |
| CHANCY, KAREN, M | I | KAREN M. CHANCY TRUST U/A | E | Control |
| CHANCY, KAREN, M | I | KAREN M. CHANCY TRUST U/A | E | Control |
| K. BARTON LEWIS REVOCABLE TRUST U/A DTD | DE | BIFROST MANAGEMENT | E | Control |
| K. BARTON LEWIS REVOCABLE TRUST U/A DTD | DE | BIFROST MANAGEMENT, LLC | E | Control |
| K. BARTON LEWIS REVOCABLE TRUST U/A DTD | DE | BIFROST MANAGEMENT, LLC | E | Control |
| K. BARTON LEWIS REVOCABLE TRUST U/A DTD | DE | BIFROST MANAGEMENT, LLC | E | Control |
| KAREN M. CHANCY TRUST U/A | DE | CHANCY VENTURES | E | Control |
| KAREN M. CHANCY TRUST U/A | DE | CHANCY VENTURES, LLC | E | Control |
| KAREN M. CHANCY TRUST U/A | DE | CHANCY VENTURES, LLC | E | Control |
| KAREN M. CHANCY TRUST U/A | DE | CHANCY VENTURES, LLC | E | Control |
| LEWIS, KEARSLEY, BARTON | I | K. BARTON LEWIS REVOCABLE TRUST U/A DTD | E | Control |
| LEWIS, KEARSLEY, BARTON | I | K. BARTON LEWIS REVOCABLE TRUST U/A DTD | E | Control |
| LEWIS, KEARSLEY, BARTON | I | K. BARTON LEWIS REVOCABLE TRUST U/A DTD | E | Control |
Registrations
Federal
IA
Jun 4, 2025 REGISTERED
Notice Filings (26)
AK AL AZ CA CO CT FL GA IL IN LA MA MD MI NC NE NH NJ NV NY OH PA SC TN TX VA
Address
8625 TAMIAMI TRAIL N.SUITE 301
NAPLES, FL 34108
United States
Phone: 239-649-3600