# Integral Financial Counselors LLC

> Integral Financial Counselors LLC is a state-registered investment advisory firm in San Juan, PR, registered since 2020, with no regulatory assets under management reported in its Form ADV filing dated October 4, 2025.

- CRD: 305569
- Filed as: INTEGRAL FINANCIAL COUNSELORS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Juan, PR
- Filing period: October 2026
- Form ADV filing dated: October 4, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/305569
- AdvisorCensus page: https://advisorcensus.com/firm/integral-financial-counselors-llc-san-juan-pr-305569

## Quick answers

**How is Integral Financial Counselors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Integral Financial Counselors LLC reports these compensation arrangements: fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Integral Financial Counselors LLC located?**
Integral Financial Counselors LLC's principal office is in San Juan, PR, according to its Form ADV.

**Is Integral Financial Counselors LLC registered with the SEC or a state?**
Integral Financial Counselors LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 305569.

**What types of clients does Integral Financial Counselors LLC serve?**
By number of clients on Form ADV Item 5.D: corporations or other businesses not listed above (1).

**Does Integral Financial Counselors LLC report any disciplinary disclosures?**
Reports 4 disclosure items on Form ADV Item 11: yes answers to 11.C(2) (SEC or CFTC finding of a violation), 11.C(3) (SEC or CFTC finding of causing a business's authorization to be denied, suspended, revoked, or restricted), 11.C(4) (SEC or CFTC order), and 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/305569

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Corporations or other businesses not listed above | 1 | Not reported |

### Advisory services (Item 5.G)
- Other

### Firm details
- Registered since: 2020 (6 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PR
- Disclosures (Item 11): Reports 4 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.C(2): Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?
- 11.C(3): Has the SEC or the CFTC ever found that the firm or an advisory affiliate was a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?
- 11.C(4): Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?
- 11.C(5): Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/305569

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Integral Financial Counselors LLC (CRD 305569): Form ADV filing data as of October 2026.