Integrity Investment Advisors is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated April 2, 2026, reports $394M in regulatory assets under management, 4 employees, and 512 accounts.
Top client segmentHNWI represent 65.8% of total clients.
Top client categories% of clientsClients
1
HNWI
65.8%
77
2
Individuals
34.2%
40
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$394Mas of April 2, 2026
Discretionary97.8%
$386M
98% of total RAUM97.8%
Non-discretionary2.2%
$9M
2% of total RAUM2.2%
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$394M
Total Accounts512
10Y AUM Change+$248M (+169.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee29:1
10Y Employee Change+2 (+100.0%)
* 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.