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INTEGRITY ADVISORY SOLUTIONS
Legal name: INTEGRITY ADVISORY SOLUTIONS, LLC
CRD 288817File 801-123090
APPROVED
Retail clients
Custody
Filing as of Jun 11, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.10B
Above cohort median (national)
Discretionary AUM
$1.10B
Clients
2,428
4,143 accounts
Employees
113
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jan 20, 2022
- Principal office
- 1445 ROSS AVE FL 55, DALLAS, TX, 75202
- Phone
- (214) 919-2165
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.10B
- Discretionary AUM
- $1.10B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 4,143
- Non-discretionary accounts
- 0
- Total accounts
- 4,143
- AUM per client
- $454K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 24 | $25.2M |
| Charitable organizations | Fewer than 5 | $60K |
| High net worth individuals | 250 | $637.1M |
| Pension and profit sharing plans | 17 | $5.7M |
| State or municipal government entities | Fewer than 5 | $377K |
| Individuals (other than high net worth individuals) | 2,137 | $435.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other 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
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- 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 | 90 | 113 | increased by23 |
| Apr 1, 2026 | Clients | 2,427 | 2,428 | increased by1 |
| Apr 1, 2026 | AUM | $512,263,824 | $1,103,455,772 | increased by$591,191,948 |
| Apr 1, 2026 | Accounts | 2,709 | 4,143 | increased by1,434 |
| Dec 1, 2025 vs May 1, 2025 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 90 | increased by85 |
| May 1, 2025 vs Oct 1, 2022 | Custody | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 477 | 2,427 | increased by1,950 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $120,195,277 | $512,263,824 | increased by$392,068,547 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 607 | 2,709 | increased by2,102 |
| Feb 1, 2022 | 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 ADVISORY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“INTEGRITY ADVISORY” 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.