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INTEGRITY FINANCIAL CORPORATION
CRD 137125File 801-107275
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 22 | 21 | decreased by1 |
| Apr 1, 2026 | Clients | 1,825 | 1,450 | decreased by375 |
| Apr 1, 2026 | AUM | $680,078,217 | $868,063,249 | increased by$187,985,032 |
| Apr 1, 2026 | Accounts | 1,825 | 1,443 | decreased by382 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 19 | 22 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,556 | 1,825 | increased by269 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $553,328,309 | $680,078,217 | increased by$126,749,908 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,554 | 1,825 | increased by271 |
| Apr 1, 2022 | Employees | 22 | 19 | decreased by3 |
| Apr 1, 2022 | Clients | 1,436 | 1,556 | increased by120 |
| Apr 1, 2022 | AUM | $360,911,867 | $553,328,309 | increased by$192,416,442 |
| Apr 1, 2022 | Accounts | 1,436 | 1,554 | increased by118 |
| 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 FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“INTEGRITY FINANCIAL” 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.