# Integrity Capital Management

> Integrity Capital Management is an SEC-registered investment advisory firm in Kingsport, TN, registered since 2010, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 10, 2026.

- CRD: 142693
- Filed as: INTEGRITY CAPITAL MANAGEMENT
- Legal name: Integrity Capital Management LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Kingsport, TN
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/142693
- AdvisorCensus page: https://advisorcensus.com/firm/integrity-capital-management-kingsport-tn-142693

## Quick answers

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

**How much does Integrity Capital Management charge?**
Its Form ADV Part 2A brochure dated March 10, 2026 states: Hourly rate: $200 an hour (consult with ICM for any reason (including financial planning, retirement planning, portfolio review, etc.)). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Integrity Capital Management located?**
Integrity Capital Management's principal office is in Kingsport, TN, according to its Form ADV.

**Is Integrity Capital Management registered with the SEC or a state?**
Integrity Capital Management is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 142693.

**How much does Integrity Capital Management manage?**
Integrity Capital Management reports $180,540,377 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (100% discretionary).

**How have Integrity Capital Management's assets and staff changed since 2021?**
In the Form ADV data for Integrity Capital Management: Regulatory assets under management: $112,125,882 in the October 2021 data and $180,540,377 in the October 2026 data, up 61%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Integrity Capital Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (307); high net worth individuals (54).

**Which custodians does Integrity Capital Management use?**
Integrity Capital Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Integrity 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/142693

**What changed in Integrity Capital Management's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $145,404,419 to $180,540,377 (+24%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 10, 2026)

- Hourly rate: $200 an hour (consult with ICM for any reason (including financial planning, retirement planning, portfolio review, etc.))

> Clients who want to consult with ICM for any reason (including financial planning, retirement planning, portfolio review, etc.) are billed at an hourly rate of $200 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))
- National Financial Services LLC

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: $180,540,377
- Discretionary: $180,540,377
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 307 | $67,115,804 |
| High net worth individuals | 54 | $113,424,573 |
| Corporations or other businesses not listed above | 0 | $0 |

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

### Firm details
- Registered since: 2010 (16 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC, SC, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- integrity-capital-mgmt.com
- retirewithicm.com
- Facebook @INTEGRITYCAPITALMANAGEMENTKINGSPORT

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $112,125,882 | 4 | March 11, 2021 |
| October 2022 | $128,731,453 | 4 | September 29, 2022 |
| October 2023 | $106,730,335 | 4 | March 29, 2023 |
| October 2024 | $123,390,088 | 4 | March 15, 2024 |
| October 2025 | $145,404,419 | 4 | March 19, 2025 |
| October 2026 | $180,540,377 | 4 | March 10, 2026 |

Regulatory assets under management: $112,125,882 in the October 2021 data and $180,540,377 in the October 2026 data, up 61%.
Total employees: 4 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $145,404,419 to $180,540,377 (+24%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Integrity Capital Management (CRD 142693): Form ADV filing data as of October 2026.