# Integrated Investment Consultants, LLC

> Integrated Investment Consultants, LLC is an SEC-registered investment advisory firm in Bloomfield Hills, MI, registered since 2015, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated April 1, 2026.

- CRD: 175299
- Filed as: INTEGRATED INVESTMENT CONSULTANTS, LLC
- Also doing business as: INTEGRATED, INTEGRATED FAS, INTEGRATED FIDUCIARY ADVISORY SERVICES
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bloomfield Hills, MI
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/175299
- AdvisorCensus page: https://advisorcensus.com/firm/integrated-investment-consultants-llc-bloomfield-hills-mi-175299

## Quick answers

**How is Integrated Investment Consultants, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Integrated Investment Consultants, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other.

**Where is Integrated Investment Consultants, LLC located?**
Integrated Investment Consultants, LLC's principal office is in Bloomfield Hills, MI, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Integrated Investment Consultants, LLC registered with the SEC or a state?**
Integrated Investment Consultants, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 175299.

**How much does Integrated Investment Consultants, LLC manage?**
Integrated Investment Consultants, LLC reports $1,084,348,046 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (99% discretionary).

**How have Integrated Investment Consultants, LLC's assets and staff changed since 2021?**
In the Form ADV data for Integrated Investment Consultants, LLC: Regulatory assets under management: $705,286,810 in the October 2021 data and $1,084,348,046 in the October 2026 data, up 54%. Total employees: 6 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Integrated Investment Consultants, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (144); individuals (other than high net worth individuals) (108); pension and profit sharing plans (but not the plan participants or government pension plans) (30).

**Which custodians does Integrated Investment Consultants, LLC use?**
Integrated Investment Consultants, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Integrated Investment Consultants, 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/175299

**Does Integrated Investment Consultants, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 27, 2026 says: "Integrated does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship."

**What changed in Integrated Investment Consultants, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $773,184,329 to $1,084,348,046 (+40%). Added an office in Elk Rapids, MI.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Account minimum: None

> Integrated does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship.

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.

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: $1,084,348,046
- Discretionary: $1,076,669,532
- Non-discretionary: $7,678,514

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 108 | $32,191,672 |
| High net worth individuals | 144 | $721,780,633 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 30 | $300,000,000 |
| Charitable organizations | 2 | $26,202,068 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 1 | $4,173,673 |
| Other | 0 | Not reported |

### 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
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2015 (11 years)
- Employees: 10 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, MI, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Elk Rapids, MI

### Websites listed on Form ADV (Item 1.I)
- integratedfas.com
- integratedic.com
- LinkedIn @10820425

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $705,286,810 | 6 | April 7, 2021 |
| October 2022 | $750,955,415 | 6 | March 29, 2022 |
| October 2023 | $779,631,288 | 6 | July 18, 2023 |
| October 2024 | $720,840,060 | 7 | May 6, 2024 |
| October 2025 | $773,184,329 | 9 | April 16, 2025 |
| October 2026 | $1,084,348,046 | 10 | April 1, 2026 |

Regulatory assets under management: $705,286,810 in the October 2021 data and $1,084,348,046 in the October 2026 data, up 54%.
Total employees: 6 in October 2021 and 10 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $773,184,329 to $1,084,348,046 (+40%).
- Added an office in Elk Rapids, MI.

### December 2025
- Employees performing advisory functions went from 9 to 10.
- Registered or notice-filed in TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Integrated Investment Consultants, LLC (CRD 175299): Form ADV filing data as of October 2026.