ALPHARETTA, GACRD 172979Latest ADV February 24, 2026
Integras Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Alpharetta, GA. Its latest Form ADV filing, dated February 24, 2026, reports $245M in regulatory assets under management, 5 employees, 2 offices, and 567 accounts.
Assets Under Management
$245M
Employees
5
Offices
2 offices
Total Clients
188
Primary office
ALPHARETTA, GA
3180 NORTH POINT PARKWAY, SUITE 102, ALPHARETTA, GA, United States
Top client segmentIndividuals represent 56.9% of total clients.
Top client categories% of clientsClients
1
Individuals
56.9%
107
2
HNWI
42.6%
80
3
Charitable
0.5%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$245Mas of February 24, 2026
Discretionary100.0%
$245M
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$245M
Total Accounts567
10Y AUM Change+$97M (+65.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee38:1
10Y Employee Change0 (0.0%)
* 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.