# Integrated Capital Management, Inc.

> Integrated Capital Management, Inc. is an SEC-registered investment advisory firm in Jessup, PA, registered since 2009, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 2, 2026.

- CRD: 149489
- Filed as: INTEGRATED CAPITAL MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Jessup, PA
- Filing period: October 2026
- Form ADV filing dated: March 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/149489
- AdvisorCensus page: https://advisorcensus.com/firm/integrated-capital-management-inc-jessup-pa-149489

## Quick answers

**How is Integrated Capital Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Integrated Capital Management, Inc. reports these compensation arrangements: a percentage of assets under its management; other.

**Where is Integrated Capital Management, Inc. located?**
Integrated Capital Management, Inc.'s principal office is in Jessup, PA, according to its Form ADV.

**Is Integrated Capital Management, Inc. registered with the SEC or a state?**
Integrated Capital Management, Inc. is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 149489.

**How much does Integrated Capital Management, Inc. manage?**
Integrated Capital Management, Inc. reports $232,443,145 in regulatory assets under management in its Form ADV filing dated March 2, 2026 (100% discretionary).

**How have Integrated Capital Management, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Integrated Capital Management, Inc.: Regulatory assets under management: $143,685,595 in the October 2021 data and $232,443,145 in the October 2026 data, up 62%. Total employees: 8 in October 2021 and 7 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, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (872); state or municipal government entities (including government pension plans) (24); pension and profit sharing plans (but not the plan participants or government pension plans) (14).

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

**Does Integrated Capital Management, 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/149489

**Does Integrated Capital Management, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated March 2, 2026 says: "In general, we require $25,000 minimum dollar amount to open and maintain an advisory account. However, we will evaluate each relationship on a case-by-case basis and determine in our sole discretion whether to accept your account or not."

**What changed in Integrated Capital Management, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 6 to 5.

## From the Form ADV filing

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

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

- Account minimum: $25,000 (the brochure says it may be waived or negotiated)

> In general, we require $25,000 minimum dollar amount to open and maintain an advisory account. However, we will evaluate each relationship on a case-by-case basis and determine in our sole discretion whether to accept your account or not.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Matrix Trust Company

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: $232,443,145
- Discretionary: $232,443,145
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 872 | $129,605,182 |
| High net worth individuals | 10 | $16,587,273 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 14 | $23,777,879 |
| Charitable organizations | 6 | $1,819,973 |
| State or municipal government entities (including government pension plans) | 24 | $60,652,838 |

### Advisory services (Item 5.G)
- 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: 2009 (17 years)
- Employees: 7 total, 5 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, FL, IL, LA, ME, NC, NY, PA, TX, UT, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- icm-invest.com
- LinkedIn @integrated-captial-management-inc
- YouTube @integratedcapitalmanagement

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $143,685,595 | 8 | August 12, 2021 |
| October 2022 | $220,782,354 | 8 | March 24, 2022 |
| October 2023 | $192,066,969 | 6 | March 24, 2023 |
| October 2024 | $197,031,908 | 6 | August 8, 2024 |
| October 2025 | $212,324,332 | 6 | May 7, 2025 |
| October 2026 | $232,443,145 | 7 | March 2, 2026 |

Regulatory assets under management: $143,685,595 in the October 2021 data and $232,443,145 in the October 2026 data, up 62%.
Total employees: 8 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 6 to 5.

### January 2026
- No longer registered or notice-filed in GA, MD, SC, TN.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Integrated Capital Management, Inc. (CRD 149489): Form ADV filing data as of October 2026.