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Firm profile

Integrated Investment Strategies,Inc..

CARMEL, INCRD 122706Registration Status: ApprovedEffective since April 24, 2026Latest ADV June 8, 2026

Integrated Investment Strategies,Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Carmel, IN. Its latest Form ADV filing, dated June 8, 2026, reports $105M in regulatory assets under management, 3 employees, and 334 accounts.

Assets Under Management
$105M
Employees
3
Offices
--
Total Clients
156
Primary office
CARMEL, IN
600 E CARMEL DRIVE, SUITE 110, CARMEL, IN, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCODaniel Lubs

Advisory services offered

3 types reported
Financial Planning Services
Other advisory services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Hourly charges
Other fee arrangements
Sources checked Aug 22, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
156

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$105Mas of June 8, 2026
Discretionary100.0%
$105M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

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

Total AUM$105M
Total Accounts334
10Y AUM Change$0 (0.0%)

Employee Growth by Quarter

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

Total Employees3
Clients per Employee52:1
10Y Employee Change0 (0.0%)

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.

* 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.