# Integras Partners, LLC

> Integras Partners, LLC is an SEC-registered investment advisory firm in Alpharetta, GA, registered since 2015, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 15, 2026.

- CRD: 172979
- Filed as: INTEGRAS PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Alpharetta, GA
- Filing period: October 2026
- Form ADV filing dated: July 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/172979
- AdvisorCensus page: https://advisorcensus.com/firm/integras-partners-llc-alpharetta-ga-172979

## Quick answers

**How is Integras Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Integras Partners, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Integras Partners, LLC located?**
Integras Partners, LLC's principal office is in Alpharetta, GA, according to its Form ADV.

**Is Integras Partners, LLC registered with the SEC or a state?**
Integras Partners, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 172979.

**How much does Integras Partners, LLC manage?**
Integras Partners, LLC reports $244,833,956 in regulatory assets under management in its Form ADV filing dated July 15, 2026 (100% discretionary).

**How have Integras Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Integras Partners, LLC: Regulatory assets under management: $168,161,586 in the October 2021 data and $244,833,956 in the October 2026 data, up 46%. Total employees: 3 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Integras Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (107); high net worth individuals (80); charitable organizations (1).

**Which custodians does Integras Partners, LLC use?**
Integras Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Integras Partners, LLC 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/172979

**What changed in Integras Partners, LLC's recent Form ADV filings?**
In the August 2026 filing data: Registered or notice-filed in NC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated February 24, 2026)

- Minimum annual fee: $5,000

> We charge a minimum annual fee of $5,000 regardless of the assets under management, which may, at our discretion, be waived.

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

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

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: $244,833,956
- Discretionary: $244,833,956
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 107 | $45,180,871 |
| High net worth individuals | 80 | $199,289,239 |
| Charitable organizations | 1 | $363,846 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2015 (11 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, MA, NC, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- integraspartners.com
- nextdoor.com/ads-management
- Facebook @integraspartners
- Instagram @integraspartners
- LinkedIn @integras-partners-llc
- X @INTEGRASTWEETS
- YouTube @integras3890

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $168,161,586 | 3 | March 11, 2021 |
| October 2022 | $188,420,150 | 2 | July 11, 2022 |
| October 2023 | $172,016,179 | 3 | February 24, 2023 |
| October 2024 | $201,872,239 | 3 | May 28, 2024 |
| October 2025 | $231,952,582 | 5 | February 19, 2025 |
| October 2026 | $244,833,956 | 5 | July 15, 2026 |

Regulatory assets under management: $168,161,586 in the October 2021 data and $244,833,956 in the October 2026 data, up 46%.
Total employees: 3 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Registered or notice-filed in NC.

### December 2025
- Registered or notice-filed in TN.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Integras Partners, LLC (CRD 172979): Form ADV filing data as of October 2026.