| Name | Title | Ownership | Since |
|---|---|---|---|
| James E Roberts Control | Chief Compliance Officer | Under 5% | 2022 |
| Rice Financial LLC Control | Holding Company | 50-75% | 2022 |
| The Roberts Companies, Inc Control | Holding Company | 50-75% | 2022 |
Intentional, LLC reports $148.2 million in regulatory assets under management on its Form ADV.
Intentional, LLC reports 3 employees.
Intentional, LLC is based in Fort Mill, SC and has been SEC-registered since 2022.
Intentional, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 850 Bee Balm Trail, Fort Mill, SC 29708 |
| Phone | 1-866-752-6410 |
| Office hours | 8:30 a.m.- 4:30 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $143.8M |
| Non-discretionary | $4.4M |
| Total (RAUM) | $148.2M |