# Intellicapital

- **Website:** <https://intellicapital.com>
- **Primary alias:** `intellicapital.com`

## Description

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.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idNLWJVxHy/w/604/h/100/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1790436891904)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Linen | #faf4e6 | light |
| Firefly | #0c162a | accent |
| Big Stone | #17243e | accent |
| Black | #000000 | dark |

## Fonts

- var(--ff-display) — asset _(custom)_
- var(--font-sans) — asset _(custom)_

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idNLWJVxHy/w/1500/h/500/idFVqCaOg3.jpeg?c=1bxid64Mup7aczewSAYMX&t=1704389763143)

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_Source: <https://brandfetch.com/intellicapital.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._