# James Brost

> James Brost is a fee-only financial advisor at Intelligent Investment Management in Durango, Colorado, who holds the CFP credential. Intelligent Investment Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/james-brost/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Intelligent Investment Management
- **Based in:** Durango, Colorado
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $104.7M across 107 accounts
- **Credentials:** CFP
- **CRD:** 5611651 (https://adviserinfo.sec.gov/individual/summary/5611651)
- **SEC registration:** Investment adviser representative in CO
- **Exams passed:** Series 65 (2008)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.intelligentim.com

## Frequently asked questions

### Is James Brost a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Intelligent Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does James charge for financial advice?

James's firm, Intelligent Investment Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is James Brost based?

James Brost is based in Durango, Colorado.

### What credentials does James Brost hold?

James Brost holds the CFP credential.

### Is James Brost registered with the SEC?

Yes. James Brost is registered as an investment adviser representative in CO (CRD 5611651), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Intelligent Investment Management manage?

Intelligent Investment Management reports $104.7M across 107 accounts in assets under management.

### How do I contact James Brost?

Through James's website, www.intelligentim.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5611651): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.