⌕
Firm profile

Integrity Prosperity Security (Ips) Strategic Capital

DENVER, COCRD 115961Latest ADV March 7, 2025

Integrity Prosperity Security (Ips) Strategic Capital is an SEC registered investment adviser organized as a corporation with a primary office location in Denver, CO. Its latest Form ADV filing, dated March 7, 2025, reports $102M in regulatory assets under management, 4 employees, and 198 accounts.

Assets Under Management
$102M
Employees
4
Offices
--
Total Clients
199
Primary office
DENVER, CO
215 S. WADSWORTH BLVD., SUITE 540, DENVER, CO, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(303) 697-3174
WebsiteNot found
LinkedInNot found

Leadership

1 roles identified
CCOMallory E. Bramer

Advisory services offered

7 types reported
Financial Planning Services
Other advisory services
Pension consulting services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 99.5% of total clients.
Top client categories% of clientsClients
1
Individuals
99.5%
198
2
Investment Cos.
0.5%
1

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$102Mas of March 7, 2025
Discretionary97.7%
$100M
98% of total RAUM97.7%
Non-discretionary2.3%
$2M
2% of total RAUM2.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$102M
Total Accounts198
10Y AUM Change+$19M (+26.0%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4
Clients per Employee50:1
10Y Employee Change-1 (-25.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

The historical chart includes a newer SEC ADV filing than the current profile metrics. Current profile metrics will update once matching profile fields are refreshed.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.