# Integrated Capital Management

> 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.

- CRD: 284766
- Filed as: INTEGRATED CAPITAL MANAGEMENT
- Legal name: Integrated Capital Management LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bloomfield Hills, MI
- Filing period: October 2026
- Form ADV filing dated: February 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/284766
- AdvisorCensus page: https://advisorcensus.com/firm/integrated-capital-management-bloomfield-hills-mi-284766

## Quick answers

**How is Integrated Capital Management compensated?**
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).

**How much does Integrated Capital Management charge?**
Its Form ADV Part 2A brochure dated February 27, 2026 states: Hourly rate: $250 an hour (Planning); Flat fee: $500 to $2,000 a year (choos ing and monitoring plan options). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Integrated Capital Management located?**
Integrated Capital Management's principal office is in Bloomfield Hills, MI, according to its Form ADV.

**Is Integrated Capital Management registered with the SEC or a state?**
Integrated Capital Management is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 284766.

**How much does Integrated Capital Management manage?**
Integrated Capital Management reports $429,760,147 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (94% discretionary).

**How have Integrated Capital Management's assets and staff changed since 2021?**
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.

**What types of clients does Integrated Capital Management serve?**
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).

**Which custodians does Integrated Capital Management use?**
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.

**Does Integrated Capital Management 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/284766

**What changed in Integrated Capital Management's recent Form ADV filings?**
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%).

## 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 27, 2026)

- Hourly rate: $250 an hour (Planning)

> Planning may be performed on an hourly basis, at the rate of $250 per hour.

- Flat fee: $500 to $2,000 a year (choos ing and monitoring plan options)

> fees for choos ing and monitoring plan options will typically be a flat fee between $500 – $2,000 annually

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

### Custodians (Schedule D, Section 5.K(3))
- Assetmark Brokerage, 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: $429,760,147
- Discretionary: $403,113,070
- Non-discretionary: $26,647,077

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 262 | $73,019,930 |
| High net worth individuals | 153 | $318,931,396 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 23 | $26,618,808 |
| Corporations or other businesses not listed above | 10 | $11,190,013 |

### 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: 2018 (8 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, GA, LA, MI, NC, NH, OH, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- icapitalmgt.com
- Facebook @INTEGRATEDCAPITALMANAGEMENT
- LinkedIn @INTEGRATED-CAPITAL-MANAGEMENT

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $190,382,716 | 6 | April 5, 2021 |
| October 2022 | $226,870,770 | 6 | September 13, 2022 |
| October 2023 | $211,168,808 | 6 | September 11, 2023 |
| October 2024 | $283,158,011 | 4 | July 10, 2024 |
| October 2025 | $367,640,688 | 4 | March 28, 2025 |
| October 2026 | $429,760,147 | 5 | February 27, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 4 to 5.
- Regulatory assets under management went from $367,640,688 to $429,760,147 (+17%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Integrated Capital Management (CRD 284766): Form ADV filing data as of October 2026.