Asset manager · Albert LEA, MN
Intellicents Investment Solutions Inc
SEC-registered investment adviser · CRD 107498 · SEC 801-51382
At a glance
Intellicents Investment Solutions Inc is an SEC-registered investment adviser based in Albert LEA, Minnesota, with $9.9 billion in regulatory assets under management as of its Form ADV filed June 1, 2026. Its largest client group by assets is pension and profit sharing plans, and it reports 7,776 individual clients. By Form ADV it is a asset manager, ranked 521st of 3,218 asset managers and 1,377th of 17,210 SEC-registered advisers by assets.
Main office 507-377-2919intellicents.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $9.9B
- Rank among asset managers
- #521 of 3,218
- Rank among all SEC RIAs
- #1,377 of 17,210
- Rank in Minnesota
- #26 of 276
- Individual clients
- 7,776
- High-net-worth clients
- 758
- Accounts
- 8,280
- Discretionary
- 70% of AUM
- Employees
- 80
- Advisory staff
- 48
- Offices
- 14
Owners and executives on its Form ADV
- Bradley K. ArendsPresident & CEO
- Grant S. ArendsCOO
- Thomas R. SingsankCFO
- Nicholas I. HolmesChief Compliance Officer
- Matthew J. TwedtPresident of Personal Financial Managment
- Kevin E. DulitzVice President of Employee Benefits
- Amanda D. ScottVice President of Operations
- Nicholas R. MadlVice President of Personal Finance Management
- Brandon T. BuddPresident of Retirement Services - Direct Owner
- Robert ReiterBoard Member/director
Custody and brokerage
4 custodians
- Charles Schwab$3.0B39%
- Empower Retirement$2.6B34%
- Alerus Securities$1.1B14%
- Matrix Trust$995M13%
Broker-dealer
Hybrid RIA
Intellicents Investment Solutions Inc is a hybrid RIA: 14 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed March 2026) names Mutual Securities as the broker-dealer its advisers are registered with.
Representatives of iis may also be registered representatives of Mutual Securities, Inc (“MSI”) and receive brokerage commissions from MSI as appropriate.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pension and profit sharing plans | 504 | $7.6B | 77% |
| High-net-worth individuals | 758 | $1.3B | 13% |
| Individuals | 7,018 | $989M | 10% |
Disciplinary disclosures
Intellicents Investment Solutions Inc reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Periodicals or newsletters
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Commissions
Form ADV and brochures on the SEC’s adviser search ↗intellicents.com ↗
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The full record on Intellicents Investment Solutions Inc
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Rank against 544 peers of its type and size
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- 10 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Intellicents Investment Solutions Inc manage?
Intellicents Investment Solutions Inc reports $9.9 billion in regulatory assets under management across 8,280 accounts, 70% of it on a discretionary basis, on its Form ADV filed June 1, 2026.
What kind of firm is Intellicents Investment Solutions Inc?
Intellicents Investment Solutions Inc is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Intellicents Investment Solutions Inc’s clients?
By assets, its largest client types are pension and profit sharing plans ($7.6 billion, 504 clients); high-net-worth individuals ($1.3 billion, 758 clients); individuals ($989 million, 7,018 clients).
Does Intellicents Investment Solutions Inc have any disciplinary history?
Intellicents Investment Solutions Inc reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Intellicents Investment Solutions Inc’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-01), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →