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INTEGRATED INVESTMENT STRATEGIES,INC.
CRD 122706File 801-136676
APPROVED
Retail clients
Disclosure events
Filing as of Jun 8, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$104.5M
Bottom 25% of cohort (national)
Discretionary AUM
$104.5M
Clients
156
334 accounts
Employees
3
Bottom 25% of cohort in IN
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 24, 2026
- Principal office
- 600 E CARMEL DRIVE, SUITE 110, CARMEL, IN, 46032
- Phone
- 317-843-5577
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $104.5M
- Discretionary AUM
- $104.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 334
- Non-discretionary accounts
- 0
- Total accounts
- 334
- AUM per client
- $670K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 156 | $104.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Hourly charges
- Other (described) — TRUST
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- 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 11- Q11
- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.