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INTEGRATED CAPITAL MANAGEMENT
Legal name: INTEGRATED CAPITAL MANAGEMENT LLC
CRD 284766File 801-112907
APPROVED
Retail clients
Custody
Filing as of Feb 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$429.8M
Below cohort median (national)
Discretionary AUM
$403.1M
Non-discretionary $26.6M
Clients
448
2,021 accounts
Employees
5
Above cohort median in MI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 25, 2018
- Principal office
- 21 E. LONG LAKE ROAD, SUITE 102, BLOOMFIELD HILLS, MI, 48304
- Phone
- 248-593-8900
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $429.8M
- Discretionary AUM
- $403.1M
- Non-discretionary AUM
- $26.6M
- Discretionary accounts
- 1,996
- Non-discretionary accounts
- 25
- Total accounts
- 2,021
- AUM per client
- $959K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 10 | $11.2M |
| High net worth individuals | 153 | $318.9M |
| Pension and profit sharing plans | 23 | $26.6M |
| Individuals (other than high net worth individuals) | 262 | $73.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- 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 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.