# INTENTIONAL, LLC

INTENTIONAL, LLC of FORT MILL, SC is an SEC-registered investment adviser.

## Registration

- CRD: 318570
- Type: SEC-registered investment adviser
- SEC file number: 801-123251
- Location: 850 BEE BALM TRAIL, FORT MILL, SC, 29708
- Phone: 1-866-752-6410
- Latest filing: 2026-06-04
- Regulatory AUM: $175.8M
- Discretionary AUM: $175.8M
- Clients: 3
- Accounts: 395

## Business model

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

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| James E Roberts | CHIEF COMPLIANCE OFFICER; OWNER | — |
| Dale Winters Rice | OWNER | — |
| ROBERTS JAMES E | CCO, PARTNER; CHIEF COMPLIANCE OFFICER; OWNER | — |
| RICE DALE WINTERS | INVESTMENT ADVISER, PARTNER; OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/318570/brochure
- Similar advisers: https://search.stillhousedata.com/firm/318570/similar
- Related entities: https://search.stillhousedata.com/firm/318570/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/318570

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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.