James Brost
Intelligent Investment Management · Durango, Colorado
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.
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Facts
| Firm | Intelligent Investment Management |
|---|---|
| Based in | Durango, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $104.7M across 107 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO · CRD 5611651 |
| Exams passed | Series 65 (2008) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.intelligentim.com |
| Profile |
How James's firm compares
- Intelligent Investment Management's average account is about $979,000, from its Form ADV (assets managed divided by 107 accounts).
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Questions about James
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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