Firm profile

INTEGRITY FIXED INCOME MANAGEMENT

ORLANDO, FLCRD 135635Latest ADV April 10, 2026

Integrity Fixed Income Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Orlando, FL. Its latest Form ADV filing, dated April 10, 2026, reports $921M in regulatory assets under management, 6 employees, and 44 accounts.

Assets Under Management
$921M
Employees
6
Offices
--
Total Clients
44
Primary office
ORLANDO, FL
651 BRYN MAWR ST, ORLANDO, FL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOLouie E. Denney
CCOGiselle Casella
CIOChristopher J. Caputo

Advisory services offered

2 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentGovernment represent 81.8% of total clients.
Top client categories% of clientsClients
1
Government
81.8%
36
2
Other Advisers
6.8%
3
3
Charitable
4.5%
2
4
Insurance Cos.
4.5%
2
5
Corporations
2.3%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Other categories<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$921Mas of April 10, 2026
Discretionary100.0%
$921M
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.

Latest AUM$921M
Total Accounts44
10Y AUM Change+$559M (+154.5%)

Employee Growth by Quarter

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

Total Employees6
Clients per Employee7:1
10Y Employee Change+1 (+20.0%)

* 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.