Intentional Funds Llc
- Regulatory AUM
- $500K
- Discretionary
- $500K
- Clients
- 1
- Avg AUM / client
- $500K
- Accounts
- 1
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 1 | $500K | 100.0% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Logan Morris | Member, Executive Chairman | Sep 2017 (9y) | ≈ 18.75% – 56.25% via Intentional Company Llc | |
| Heather Lauren Mcgee | Member, Chief Executive Officer , Cco | Jul 2022 (4y) | Less than 5% | |
| Morris, Susan, Teare | Member | Sep 2022 (4y) | ≈ 18.75% – 56.25% via Intentional Company Llc |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Seventeen Asset Management Llc | Member, Owner | Jul 2022 | A | 75% or more |
| Intentional Company Llc | Member | Sep 2017 | B | ≈ 37.5% – 75% via Seventeen Asset Management Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- John Logan Morris: 50% – 75% of Intentional Company Llc × 50% – 75% of Seventeen Asset Management Llc × 75% – 100% direct ≈ 18.75% – 56.25% of the firm
- Morris, Susan, Teare: 50% – 75% of Intentional Company Llc × 50% – 75% of Seventeen Asset Management Llc × 75% – 100% direct ≈ 18.75% – 56.25% of the firm
- Intentional Company Llc: 50% – 75% of Seventeen Asset Management Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/30/2026 | 1.58 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Educational seminars/workshops
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 30, 2026.
View current Form ADV (SEC/IAPD) ↗