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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 Aug 17, 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 |
|---|---|---|---|
| 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.