Intentional

Overview

Intentional is an SEC registered investment adviser based in Fort Mill, SC, registered since 2022. It reports $176M in assets under management across 395 accounts, with 3 employees. It has 3 investment adviser representatives.

Reported AUM

$176M

Discretionary

100%

Accounts

395

Average account

$445K

Employees

3

Advisory reps

3

Registered since

2022

Jurisdictions

7

As reported in the firm's June 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Periodicals or Newsletters
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• James E Roberts Chief Compliance Officer CRD 5401304

Advisory reps 3 of 3

• Patrick Ryan Ferguson Insurance Agent · Investment Adviser Rep CRD 5610372
• Dale W Rice Jr. Insurance Agent · Investment Adviser Rep CRD 2644016
• James Edward Roberts Insurance Agent · Investment Adviser Rep CRD 5401304

Location

Headquarters

850 Bee Balm Trl
Fort Mill, SC 29708

County

York

Metro area

Charlotte-Concord-Gastonia, NC-SC

Region

South

Registrations

• SEC registered
• Registered in 7 jurisdictions
• Website: primewm.com

Every state, with registration dates

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