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INTEGRITY FIXED INCOME MANAGEMENT

Legal name: INTEGRITY FIXED INCOME MANAGEMENT, LLC

CRD 135635File 801-67633
APPROVED
Filing as of Apr 10, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$921.5M
Above cohort median (national)
Discretionary AUM
$921.5M
Clients
44
44 accounts
Employees
6
Above cohort median in FL

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
MIRO
Registration date
Mar 7, 2007
Principal office
651 BRYN MAWR ST, ORLANDO, FL, 32804
Phone
407-481-2420

Assets & accounts

ADV Item 5F
Total regulatory AUM
$921.5M
Discretionary AUM
$921.5M
Non-discretionary AUM
$0
Discretionary accounts
44
Non-discretionary accounts
0
Total accounts
44
AUM per client
$20.9M

Clients by type

ADV Item 5D
Client typeClientsAUM
OtherFewer than 5$31.1M
Insurance companiesFewer than 5$59.0M
Charitable organizationsFewer than 5$64.5M
Other investment advisersFewer than 5$249.3M
State or municipal government entities36$517.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for businesses
  • 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

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Mar 1, 2026Clients4544decreased by1
Mar 1, 2026AUM$843,966,549$921,469,554increased by$77,503,005
Mar 1, 2026Accounts4544decreased by1
May 1, 2025
vs Oct 1, 2022
Clients3445increased by11
May 1, 2025
vs Oct 1, 2022
AUM$642,660,566$843,966,549increased by$201,305,983
May 1, 2025
vs Oct 1, 2022
Accounts4345increased by2
Apr 1, 2022Employees56increased by1
Apr 1, 2022Clients3334increased by1
Apr 1, 2022AUM$493,800,196$642,660,566increased by$148,860,370
Apr 1, 2022Accounts4143increased by2
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “INTEGRITY FIXED” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“INTEGRITY FIXED” 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.