{
  "crd_number": 284766,
  "slug": "integrated-capital-management-bloomfield-hills-mi-284766",
  "primary_business_name": "INTEGRATED CAPITAL MANAGEMENT",
  "legal_name": "INTEGRATED CAPITAL MANAGEMENT LLC",
  "dbas": [],
  "city": "Bloomfield Hills",
  "state": "MI",
  "country": "United States",
  "cbsa_code": "19820",
  "metro": {
    "cbsa_code": "19820",
    "common_name": "Detroit",
    "msa_name": "Detroit-Warren-Dearborn, MI",
    "path": "/advisors/mi/detroit"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-04-25",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-02-27",
  "carried_forward": false,
  "raum_total": 429760147.0,
  "raum_discretionary": 403113070.0,
  "raum_non_discretionary": 26647077.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 5,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 73019930.0,
      "count": 262
    },
    "pension_profit_sharing": {
      "raum": 26618808.0,
      "count": 23
    },
    "high_net_worth_individuals": {
      "raum": 318931396.0,
      "count": 153
    },
    "corporations_other_businesses": {
      "raum": 11190013.0,
      "count": 10
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "GA",
    "LA",
    "MI",
    "NC",
    "NH",
    "OH",
    "SC",
    "TX"
  ],
  "websites": [
    "https://facebook.com/INTEGRATEDCAPITALMANAGEMENT",
    "https://icapitalmgt.com",
    "https://linkedin.com/COMPANY/INTEGRATED-CAPITAL-MANAGEMENT"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/284766",
  "city_as_filed": "BLOOMFIELD HILLS",
  "url": "https://advisorcensus.com/firm/integrated-capital-management-bloomfield-hills-mi-284766",
  "display_name": "Integrated Capital Management",
  "summary": "Integrated Capital Management is an SEC-registered investment advisory firm in Bloomfield Hills, MI, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 27, 2026.",
  "citation": "AdvisorCensus. Integrated Capital Management (CRD 284766): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Integrated Capital Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Integrated Capital Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Integrated Capital Management located?",
      "a": "Integrated Capital Management's principal office is in Bloomfield Hills, MI, according to its Form ADV."
    },
    {
      "q": "Is Integrated Capital Management registered with the SEC or a state?",
      "a": "Integrated Capital Management is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 284766."
    },
    {
      "q": "How much does Integrated Capital Management manage?",
      "a": "Integrated Capital Management reports $429,760,147 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (94% discretionary)."
    },
    {
      "q": "How have Integrated Capital Management's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Integrated Capital Management: Regulatory assets under management: $190,382,716 in the October 2021 data and $429,760,147 in the October 2026 data, up 126%. Total employees: 6 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Integrated Capital Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (262); high net worth individuals (153); pension and profit sharing plans (but not the plan participants or government pension plans) (23)."
    },
    {
      "q": "Which custodians does Integrated Capital Management use?",
      "a": "Integrated Capital Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Assetmark Brokerage, LLC and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Integrated Capital Management report any disciplinary disclosures?",
      "a": "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/284766"
    },
    {
      "q": "What changed in Integrated Capital Management's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Employees performing advisory functions went from 4 to 5. Regulatory assets under management went from $367,640,688 to $429,760,147 (+17%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 190382716.0,
      "total_employees": 6,
      "filing_date": "2021-04-05"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 226870770.0,
      "total_employees": 6,
      "filing_date": "2022-09-13"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 211168808.0,
      "total_employees": 6,
      "filing_date": "2023-09-11"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 283158011.0,
      "total_employees": 4,
      "filing_date": "2024-07-10"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 367640688.0,
      "total_employees": 4,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 429760147.0,
      "total_employees": 5,
      "filing_date": "2026-02-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Employees performing advisory functions went from 4 to 5.",
        "Regulatory assets under management went from $367,640,688 to $429,760,147 (+17%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Assetmark Brokerage, LLC",
      "name_as_filed": "ASSETMARK BROKERAGE, LLC",
      "affiliated": false
    },
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/integrated-capital-management-bloomfield-hills-mi-284766.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 262,
      "fewer_than_5": false,
      "raum": 73019930.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 153,
      "fewer_than_5": false,
      "raum": 318931396.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 23,
      "fewer_than_5": false,
      "raum": 26618808.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 10,
      "fewer_than_5": false,
      "raum": 11190013.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/284766",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}