Integrity Financial Corporation is an SEC registered investment adviser organized as a corporation with a primary office location in Jackson, WY. Its latest Form ADV filing, dated March 27, 2026, reports $868M in regulatory assets under management, 21 employee, 5 offices, and 1,443 accounts.
Assets Under Management
$868M
Employees
21
Offices
5 offices
Total Clients
1,450
Primary office
JACKSON, WY
680 S. CACHE ST., SUITE 100 - 7403, JACKSON, WY, United States
Top client segmentIndividuals represent 72.1% of total clients.
Top client categories% of clientsClients
1
Individuals
72.1%
1,045
2
Pension Plans
14.1%
205
3
HNWI
11.3%
164
4
Corporations
1.9%
28
5
Charitable
0.5%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$868Mas of March 27, 2026
Discretionary79.0%
$686M
79% of total RAUM79.0%
Non-discretionary21.0%
$182M
21% of total RAUM21.0%
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.
Latest AUM$868M
Total Accounts1,443
10Y AUM Change+$724M (+502.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees21
Clients per Employee69:1
10Y Employee Change+3 (+16.7%)
* 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.