# Integra Financial, Inc.

> Integra Financial, Inc. is an SEC-registered investment advisory firm in Greenwood Village, CO, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 22, 2026.

- CRD: 113422
- Filed as: INTEGRA FINANCIAL, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Greenwood Village, CO
- Filing period: October 2026
- Form ADV filing dated: September 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/113422
- AdvisorCensus page: https://advisorcensus.com/firm/integra-financial-inc-greenwood-village-co-113422

## Quick answers

**How is Integra Financial, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Integra Financial, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Integra Financial, Inc. charge?**
Its Form ADV Part 2A brochure dated February 2, 2026 states: Flat fee: up to $15,000 (financial planning); Hourly rate: $200 to $500 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Integra Financial, Inc. located?**
Integra Financial, Inc.'s principal office is in Greenwood Village, CO, according to its Form ADV.

**Is Integra Financial, Inc. registered with the SEC or a state?**
Integra Financial, Inc. is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 113422.

**How much does Integra Financial, Inc. manage?**
Integra Financial, Inc. reports $138,979,102 in regulatory assets under management in its Form ADV filing dated September 22, 2026 (100% discretionary).

**How have Integra Financial, Inc.'s assets and staff changed since 2023?**
In the Form ADV data for Integra Financial, Inc.: Regulatory assets under management: $105,016,010 in the October 2023 data and $138,979,102 in the October 2026 data, up 32%. Total employees: 4 in October 2023 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Integra Financial, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (77); high net worth individuals (34); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Which custodians does Integra Financial, Inc. use?**
Integra Financial, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Integra Financial, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/113422

**Does Integra Financial, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated February 2, 2026 says: "Our initial account value is $10,000; however, we may accept accounts for less than the minimum."

**What changed in Integra Financial, Inc.'s recent Form ADV filings?**
In the October 2026 filing data: Regulatory assets under management went from $123,404,680 to $138,979,102 (+13%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 2, 2026)

- Account minimum: $10,000

> Our initial account value is $10,000; however, we may accept accounts for less than the minimum.

- Flat fee: up to $15,000 (financial planning)

> Fixed fees shall not exceed $15,000.

- Hourly rate: $200 to $500 an hour (financial planning services)

> Our hourly rates vary between $200.00 and $500.00. The hourly rate will be agreed upon by you and your advisor in advance of services being performed.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Altruist Financial LLC
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $138,979,102
- Discretionary: $138,979,102
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 77 | $19,388,489 |
| High net worth individuals | 34 | $116,321,188 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $3,010,637 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $258,788 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (3 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, CO, MI, NV, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [integrafinancial.ws](https://integrafinancial.ws)
- LinkedIn @integra-financial-inc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $105,016,010 | 4 | March 23, 2023 |
| October 2024 | $123,074,843 | 5 | September 10, 2024 |
| October 2025 | $157,397,172 | 5 | April 10, 2025 |
| October 2026 | $138,979,102 | 5 | September 22, 2026 |

Regulatory assets under management: $105,016,010 in the October 2023 data and $138,979,102 in the October 2026 data, up 32%.
Total employees: 4 in October 2023 and 5 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $123,404,680 to $138,979,102 (+13%).

### April 2026
- Employees performing advisory functions went from 3 to 4.
- Registered or notice-filed in NV.

### March 2026
- Regulatory assets under management went from $181,025,975 to $123,404,680 (-32%).
- Registered or notice-filed in MI.

### January 2026
- Employees performing advisory functions went from 4 to 3.
- Regulatory assets under management went from $157,397,172 to $181,025,975 (+15%).
- No longer registered or notice-filed in MI.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Integra Financial, Inc. (CRD 113422): Form ADV filing data as of October 2026.