IC
Ian J. Cassel
INTELLIGENT FANATICS CAPITAL MANAGEMENT
Lititz, PA
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CRD#: 4414077
IC
Professional summary
Ian J Cassel is a registered financial advisor currently at INTELLIGENT FANATICS CAPITAL MANAGEMENT, LLC located in Lititz, Pennsylvania.
Ian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Ian has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
MicroCapClub, LLC (Position: Founder - Co-Owner) is an exclusive forum for experienced microcap investors focused on microcap companies in the United States, Canada, United Kingdom, and Australia. The start date of this business was January 2011. Ian founded the business to be a tool and resource for his personal investing and has now grown into something that hundreds of other investors enjoy. MicroCapClub is considered to be one of the premier brands in the microcap ecosystem. MicroCapClub is still a primary tool Ian uses to find microcap opportunities and is additive to his investment process. Ian devotes 20 - 40 hours per month to MicroCapClub LLC.
Intelligent Fanatics LLC (Position: Co-Owner) is a company that studies and provides insight into world leaders and their corresponding organizations. Ian co-founded Intelligent Fanatics LLC to help fine tune his qualitative lens for investing. Charlie Munger first used the term "intelligent fanatic" to describe an exceptional business builder. Ian Cassel and Sean Iddings co-authored two books highlighting 17 relatively unknown intelligent fanatics. Through these books, case studies, online courses, and active research community they help to share invaluable intelligent fanatic lessons and principles. Ian devotes 10-20 hours per month to Intelligent Fanatics LLC.
CRS (Client Relationship Summary) - RIA
Click below to view Ian J Cassel's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 29, 2018 - Present
INTELLIGENT FANATICS CAPITAL MANAGEMENT, LLC
RIA
CRD#: 299109
Lititz, PA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Pennsylvania(11/29/2018)
Current Firm
IF
INTELLIGENT FANATICS CAPITAL MANAGEMENT, LLC
INTELLIGENT FANATICS CAPITAL MANAGEMENT, LLC
CRD#: 299109 / SEC#:
California
Registered Investment Advisory firm - (3/26/2023 Terminated)Pennsylvania
Registered Investment Advisory firm - (11/29/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Lititz, PA
Mailing Address
Phone number
(717) 984-6944
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 30,360,498 |
Red Flags
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