← Directory
INTEGRATED CAPITAL MANAGEMENT, INC.
CRD 149489File 801-70055
APPROVED
Retail clients
Custody
Filing as of Mar 2, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$232.4M
Below cohort median (national)
Discretionary AUM
$232.4M
Clients
926
926 accounts
Employees
7
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
- HTTP://WWW.ICM-INVEST.COM
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 6 | 7 | increased by1 |
| Apr 1, 2026 | Clients | 1,025 | 926 | decreased by99 |
| Apr 1, 2026 | AUM | $212,324,332 | $232,443,145 | increased by$20,118,813 |
| Apr 1, 2026 | Accounts | 1,025 | 926 | decreased by99 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 6 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,059 | 1,025 | decreased by34 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $220,782,354 | $212,324,332 | decreased by$8,458,022 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,063 | 1,025 | decreased by38 |
| Apr 1, 2022 | Clients | 546 | 1,059 | increased by513 |
| Apr 1, 2022 | AUM | $143,685,595 | $220,782,354 | increased by$77,096,759 |
| Apr 1, 2022 | Accounts | 550 | 1,063 | increased by513 |
| 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 “INTEGRATED CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“INTEGRATED CAPITAL” 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.