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Michael Patrick Mcalpin
AdvisorCheck Check Mark

Michael P. Mcalpin

INTELLICAPITAL ADVISORS | CEO & CCO, Wealth Advisor
PONTE VEDRA, FL 32081
CRD#: 4436877
Michael Patrick Mcalpin
AdvisorCheck Check Mark

Professional summary

Michael Patrick Mcalpin, CFP®, who also goes by Michael P Mcalpin, is a registered financial advisor currently at INTELLICAPITAL ADVISORS LLC located in Ponte Vedra, Florida.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Michael has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

Core Areas of Focus

Blended Families
Budgeting
Cash Flow Analysis
Cryptocurrency & NFT's
College Planning
Customized Portfolios
Estate Planning
ESG (Environmental Social Governance)
Executive Compensation (ISO
RSU
Stock Options)
High Net Worth Planning
Investment Management
Philanthropic and Non-Profit
Real Estate (LLP
REIT's
Private Placement)
Retirement Planning
Risk Management and Insurance Planning
Tax Planning and Preparation
Trust and Estate Planning
Divorce Planning

Biography

High-net-worth wealth management specialist focused on retirement income planning, investment strategies, and multi generational wealth preservation. My personalized approach and deep market knowledge empower clients to achieve their long-term financial goals. CFP®, MBA. Let's connect to discuss your wealth planning objectives.

Question & Answer

What are your service offerings?
Financial Planning,
Investment Management,
Tax Planning,
Retirement Planning,
Estate Planning,
Legal Services (Will, Estate, ...
Financial Coaching
How do you get paid?
Fee-Only,
% of AUM
Are you a "fiduciary"?
Yes

Aliases

Michael P Mcalpin

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Patrick Mcalpin's CRS (Customer Relationship Summary).
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®
CFP®

Certified Financial Planner

Start date: 2012

Experience

Current

March 26, 2026 - Present

INTELLICAPITAL ADVISORS LLC

Office #1: 4210 Valley Ridge Blvd #130 141, 142, Ponte Vedra, FL, 32081
RIA
CRD#: 316908
PONTE VEDRA, FL
Past

November 9, 2021 - December 31, 2025

INTELLICAPITAL ADVISORS LLC

RIA
CRD#: 316908
PONTE VEDRA, FL
Past

July 13, 2018 - May 27, 2021

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
BOSTON, MA
Past

January 23, 2007 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
JACKSONVILLE, FL
Past

October 18, 2001 - May 27, 2021

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
JACKSONVILLE, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IA
INTELLICAPITAL ADVISORS LLC
INTELLICAPITAL ADVISORS LLC

CRD#: 316908 / SEC#: 801-135277

RIA
Registered Investment Advisory firm - (2/5/2026 Approved)
Florida
Registered Investment Advisory firm - (2/16/2026 Termination Requested)

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
Florida
(3/26/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/31/2006
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 11/30/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/17/2001
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 3/16/2009
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 2/23/2009
General Securities Sales Supervisor - Options Module Examination

Current Firm

IA
INTELLICAPITAL ADVISORS LLC
INTELLICAPITAL ADVISORS LLC

CRD#: 316908 / SEC#: 801-135277

RIA
Registered Investment Advisory firm - (2/5/2026 Approved)
Florida
Registered Investment Advisory firm - (2/16/2026 Termination Requested)
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Contact information

Main Address
4210 Valley Ridge Blvd #130 141, 142, Ponte Vedra, FL, 32081
Mailing Address
Phone number
(866) 438-1958
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A- INTELLICAPITAL ADVISORS LLC (2/16/2026)

Regulatory assets under management

Total Number of Accounts451
AUM (Assets Under Management)$ 118,923,953

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

INTELLICAPITAL ADVISORS LLC

CEO & CCO, Wealth AdvisorCRD#: 316908Ponte Vedra, FL 32081

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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