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INTEGRITY PROSPERITY SECURITY (IPS) STRATEGIC CAPITAL
Legal name: MUTUAL FUND PROTECTION SERVICE
CRD 115961File 801-107321
APPROVED
Retail clients
Filing as of May 19, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$90.9M
Bottom 25% of cohort (national)
Discretionary AUM
$90.7M
Non-discretionary $233K
Clients
195
194 accounts
Employees
3
Bottom 25% of cohort in CO
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Mar 9, 2016
- Principal office
- 215 S. WADSWORTH BLVD., SUITE 540, DENVER, CO, 80226
- Phone
- 303-697-3174
- Website
- HTTP://WWW.INVESTPS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $90.9M
- Discretionary AUM
- $90.7M
- Non-discretionary AUM
- $233K
- Discretionary accounts
- 192
- Non-discretionary accounts
- 2
- Total accounts
- 194
- AUM per client
- $466K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $250K |
| High net worth individuals | 4 | $10.0M |
| Individuals (other than high net worth individuals) | 190 | $80.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Other advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jun 1, 2026 | Employees | 4 | 3 | decreased by1 |
| Jun 1, 2026 | Clients | 199 | 195 | decreased by4 |
| Jun 1, 2026 | AUM | $101,956,025 | $90,941,040 | decreased by$11,014,985 |
| Jun 1, 2026 | Accounts | 198 | 194 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 164 | 199 | increased by35 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $79,842,871 | $101,956,025 | increased by$22,113,154 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 382 | 198 | decreased by184 |
| Apr 1, 2022 | Employees | 5 | 4 | decreased by1 |
| Apr 1, 2022 | Clients | 188 | 164 | decreased by24 |
| Apr 1, 2022 | AUM | $69,390,730 | $79,842,871 | increased by$10,452,141 |
| Apr 1, 2022 | Accounts | 415 | 382 | decreased by33 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “INTEGRITY PROSPERITY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“INTEGRITY PROSPERITY” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.