# Integrated Investment Strategies,inc.

> Integrated Investment Strategies,inc. is an SEC-registered investment advisory firm in Carmel, IN, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 8, 2026.

- CRD: 122706
- Filed as: INTEGRATED INVESTMENT STRATEGIES,INC.
- Also doing business as: IIS, INTEGRATED INVESTMENT STRATEGIES ADVISORY SERVICES
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Carmel, IN
- Filing period: October 2026
- Form ADV filing dated: June 8, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/122706
- AdvisorCensus page: https://advisorcensus.com/firm/integrated-investment-strategies-inc-carmel-in-122706

## Quick answers

**How is Integrated Investment Strategies,inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Integrated Investment Strategies,inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Integrated Investment Strategies,inc. located?**
Integrated Investment Strategies,inc.'s principal office is in Carmel, IN, according to its Form ADV.

**Is Integrated Investment Strategies,inc. registered with the SEC or a state?**
Integrated Investment Strategies,inc. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 122706.

**How much does Integrated Investment Strategies,inc. manage?**
Integrated Investment Strategies,inc. reports $104,549,560 in regulatory assets under management in its Form ADV filing dated June 8, 2026 (100% discretionary).

**What types of clients does Integrated Investment Strategies,inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (156).

**Does Integrated Investment Strategies,inc. report any disciplinary disclosures?**
Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/122706

**What changed in Integrated Investment Strategies,inc.'s recent Form ADV filings?**
In the May 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $104,549,560
- Discretionary: $104,549,560
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 156 | $104,549,560 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IN
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
- 11.D(4): In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/122706

### Websites listed on Form ADV (Item 1.I)
- [integratedinvestments.com](https://integratedinvestments.com)
- LinkedIn @daniel-lubs-617alb93

## Changes in the filing (last 12 months)

### May 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Integrated Investment Strategies,inc. (CRD 122706): Form ADV filing data as of October 2026.