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| Keyboard |
| Integrity Financial Corporation
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|---|---|
| CRD # | 137125 |
| SEC # | 801-107275 |
| CIK # | 0001686777 |
| AUM | 868.1 M (2026-03-27) |
| Employees | 21 (0% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 800-794-4015 |
| Address | 680 S Cache St Jackson, WY 83001 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,045 | 202.3 |
| (b) Individuals (high net worth individuals) | 164 | 398.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 31.6 |
| (g) Pension and profit sharing plans | 205 | 197.0 |
| (h) Charitable organizations | 7 | 21.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 28 | 17.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,443 | 868.1 |
| By Discretionary | ||
| Discretionary | 1,257 | 685.8 |
| Non-Discretionary | 186 | 182.2 |
| Total | 1,443 | 868.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 868.1 | |
| Total | 1,443 | 868.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 3 | [0001686777] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 365 |
| Serves | Institutional, Retail, Research |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Integrity Trust Company LLC | |
| Integrity Capital Income Fund Inc |
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