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A fee-only fiduciary in Ponte Vedra Beach, FL. Your plan, written for your household alone — material decisions reviewed by a supervised person, on the record.
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Hex Code
Color name
RGB
HSL
CMYK
#0C162A
Firefly
12, 22, 42
220, 56, 11
71, 48, 0, 84
#17243E
Big Stone
23, 36, 62
220, 46, 17
63, 42, 0, 76
#FAF4E6
Linen
250, 244, 230
42, 67, 94
0, 2, 8, 2
#000000
Black
0, 0, 0
0, 0, 0
0, 0, 0, 100
Intellicapital is an independent, fee-only registered investment adviser based in Ponte Vedra Beach, Florida. Established in 2021, the boutique firm provides fiduciary wealth management and whole-household financial planning, with a CFP-led approach and no commissions or product sales. Its small team—Michael, Rob, and Karin—coordinates investment, tax, estate, retirement, cash-flow, insurance, and family considerations within a single household plan.
The firm serves people facing interconnected financial decisions, including business owners, retirees and pre-retirees, families navigating inheritance or divorce, and households managing equity compensation or significant transitions. Intellicapital’s client experience centers on a living “Household Folio,” a readable record of goals, financial details, recommendations, reasoning, and follow-through that can be updated as circumstances change.
The firm also describes BAFAos as a system for connecting household information and testing alternatives. It is designed to keep recommendation reasoning with the record; client-facing recommendations require review by a supervised person, and the model cannot approve its own work. Intellicapital emphasizes documented decisions, transparency, and continuity for clients and their families.
Brand industry
Finance
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How do I download the Intellicapital logo?
The Intellicapital logo comes as a dark logo. Download as transparent PNG.
What are Intellicapital's brand colors?
The Intellicapital color palette uses the hex codes #0C162A, #17243E, #FAF4E6 and #000000.
The Intellicapital name, logos and brand assets are trademarks of Intellicapital and its affiliates. Brandfetch isn't affiliated with or endorsed by Intellicapital. Their use is subject to Intellicapital's brand guidelines.
