Integrated Capital Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Jessup, PA. Its latest Form ADV filing, dated March 2, 2026, reports $232M in regulatory assets under management, 7 employees, and 926 accounts.
Assets Under Management
$232M
Employees
7
Offices
--
Total Clients
926
Primary office
JESSUP, PA
THE TEKRIDGE CENTER, 50 ALBERIGI DRIVE, SUITE 114, JESSUP, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 94.2% of total clients.
Top client categories% of clientsClients
1
Individuals
94.2%
872
2
Government
2.6%
24
3
Pension Plans
1.5%
14
4
HNWI
1.1%
10
5
Charitable
0.6%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$232Mas of March 2, 2026
Discretionary100.0%
$232M
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$232M
Total Accounts926
10Y AUM Change$-781M (-77.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee132:1
10Y Employee Change-1 (-12.5%)
* 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.