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INTEGRITY FINANCIAL CORPORATION
CRD 137125File 801-107275
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$868.1M
Above cohort median (national)
Discretionary AUM
$685.8M
Non-discretionary $182.2M
Clients
1,450
1,443 accounts
Employees
21
Top 25% of cohort in WY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Feb 16, 2016
- Principal office
- 680 S. CACHE ST., SUITE 100 - 7403, JACKSON, WY, 83001
- Phone
- 8007944015
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $868.1M
- Discretionary AUM
- $685.8M
- Non-discretionary AUM
- $182.2M
- Discretionary accounts
- 1,257
- Non-discretionary accounts
- 186
- Total accounts
- 1,443
- AUM per client
- $599K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 28 | $17.1M |
| Charitable organizations | 7 | $21.5M |
| High net worth individuals | 164 | $398.6M |
| Pooled investment vehicles | 1 | $31.6M |
| Pension and profit sharing plans | 205 | $197.0M |
| Individuals (other than high net worth individuals) | 1,045 | $202.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- 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 |
|---|---|---|---|
| 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.