# INTELLIGENCE DRIVEN ADVISERS, LLC

INTELLIGENCE DRIVEN ADVISERS, LLC of CARLSBAD, CA is an SEC-registered investment adviser.

## Registration

- CRD: 299589
- Type: SEC-registered investment adviser
- SEC file number: 801-114418
- Location: 2792 GATEWAY ROAD, CARLSBAD, CA, 92009
- Phone: (888) 401-2083
- Latest filing: 2026-03-31
- Regulatory AUM: $881.9M
- Discretionary AUM: $881.9M
- Clients: 22
- Accounts: 659

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Alex Klingensmith | PRESIDENT | Carlsbad, CA |
| Jason Richard Labrum | FOUNDER & CEO | — |
| Jordie Elizabeth Czapinski | CHIEF COMPLIANCE OFFICER | — |
| Kristin Skevington | CFO | — |
| LABRUM JASON RICHARD | FOUNDER & CEO; PRESIDENT | — |
| CZAPINSKI JORDIE ELIZABETH | CHIEF COMPLIANCE OFFICER | — |
| KLINGENSMITH ALEX | CHIEF OPERATING OFFICER; PRESIDENT | — |
| PUPILLO JAMES ANTHONY | MANAGING MEMBER; MINORITY OWNER; MINORITY OWNER; BOARD MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/299589/brochure
- Similar advisers: https://search.stillhousedata.com/firm/299589/similar
- Related entities: https://search.stillhousedata.com/firm/299589/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/299589

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.