# Integrity Advisory Partners LLC

> Integrity Advisory Partners LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 28, 2026.

- CRD: 161647
- Filed as: INTEGRITY ADVISORY PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/161647
- AdvisorCensus page: https://advisorcensus.com/firm/integrity-advisory-partners-llc-new-york-ny-161647

## Quick answers

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

**How much does Integrity Advisory Partners LLC charge?**
Its Form ADV Part 2A brochure dated March 27, 2026 states: Flat fee: $5,000 to $50,000 (Financial Planning Services); Hourly rate: $200 to $300 an hour (Financial Planning Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Integrity Advisory Partners LLC located?**
Integrity Advisory Partners LLC's principal office is in New York, NY, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Integrity Advisory Partners LLC registered with the SEC or a state?**
Integrity Advisory Partners LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 161647.

**How much does Integrity Advisory Partners LLC manage?**
Integrity Advisory Partners LLC reports $46,107,943 in regulatory assets under management in its Form ADV filing dated March 28, 2026 (20% discretionary).

**How have Integrity Advisory Partners LLC's assets and staff changed since 2023?**
In the Form ADV data for Integrity Advisory Partners LLC: Regulatory assets under management: $33,568,569 in the October 2023 data and $46,107,943 in the October 2026 data, up 37%. Total employees: 2 in October 2023 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Integrity Advisory Partners LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (25); high net worth individuals (15).

**Which custodians does Integrity Advisory Partners LLC use?**
Integrity Advisory Partners 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 Integrity Advisory Partners 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/161647

**What changed in Integrity Advisory Partners LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $40,279,722 to $46,107,943 (+14%).

## 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 March 27, 2026)

- Flat fee: $5,000 to $50,000 (Financial Planning Services)

> As a fixed fee, typically ranging from $5,000 to $50,000, depending on the nature and complexity of each client's circumstances.

- Hourly rate: $200 to $300 an hour (Financial Planning Services)

> On an hourly basis, calculated on a charge ranging from $200 to $300 per hour.

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: $46,107,943
- Discretionary: $9,069,214
- Non-discretionary: $37,038,729

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 25 | $6,848,450 |
| High net worth individuals | 15 | $39,259,493 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| 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) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- New York, NY
- Scarsdale, NY

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $33,568,569 | 2 | August 1, 2023 |
| October 2024 | $36,314,437 | 2 | April 17, 2024 |
| October 2025 | $40,279,722 | 2 | March 19, 2025 |
| October 2026 | $46,107,943 | 2 | March 28, 2026 |

Regulatory assets under management: $33,568,569 in the October 2023 data and $46,107,943 in the October 2026 data, up 37%.
Total employees: 2 in October 2023 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $40,279,722 to $46,107,943 (+14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Integrity Advisory Partners LLC (CRD 161647): Form ADV filing data as of October 2026.