INTEGRATED CAPITAL MANAGEMENT, INC.

CRD 149489File 801-70055

APPROVED

Retail clients

Custody

Filing as of Mar 2, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$232.4M

Below cohort median (national)

Discretionary AUM

$232.4M

Clients

926

926 accounts

Employees

Bottom 25% of cohort in PA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: PLRO
Registration date: Apr 14, 2009
Principal office: THE TEKRIDGE CENTER, 50 ALBERIGI DRIVE, SUITE 114, JESSUP, PA, 18434
Phone: 570-344-0100
Website: https://www.linkedin.com/company/integrated-captial-management-inc.

Assets & accounts

ADV Item 5F

Total regulatory AUM: $232.4M
Discretionary AUM: $232.4M
Non-discretionary AUM: $0
Discretionary accounts: 926
Non-discretionary accounts: 0
Total accounts: 926
AUM per client: $251K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	6	$1.8M
High net worth individuals	10	$16.6M
Pension and profit sharing plans	14	$23.8M
State or municipal government entities	24	$60.7M
Individuals (other than high net worth individuals)	872	$129.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Other (described) — ASSETS UNDER ADVISEMENT
A percentage of assets under your management

Advisory activities

Portfolio management for other
Portfolio management for businesses
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 11

This 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.