{
  "crd_number": 137125,
  "slug": "integrity-financial-corporation-jackson-wy-137125",
  "primary_business_name": "INTEGRITY FINANCIAL CORPORATION",
  "legal_name": "INTEGRITY FINANCIAL CORPORATION",
  "dbas": [],
  "city": "Jackson",
  "state": "WY",
  "country": "United States",
  "cbsa_code": "27220",
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2016-02-16",
  "years_registered": 10,
  "period": "2026-10-01",
  "filing_date": "2026-03-27",
  "carried_forward": false,
  "raum_total": 868063249.0,
  "raum_discretionary": 685817406.0,
  "raum_non_discretionary": 182245843.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 21,
  "advisory_employees": 0,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 21530068.0,
      "count": 7
    },
    "individuals": {
      "raum": 202304489.0,
      "count": 1045
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 196988538.0,
      "count": 205
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 398559591.0,
      "count": 164
    },
    "pooled_investment_vehicles": {
      "raum": 31574891.0,
      "count": 1
    },
    "corporations_other_businesses": {
      "raum": 17105672.0,
      "count": 28
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CT",
    "FL",
    "MT",
    "NE",
    "NV",
    "OR",
    "PA",
    "TN",
    "TX",
    "WA",
    "WY"
  ],
  "websites": [
    "https://integrity.financial",
    "https://linkedin.com/company/integrity-financial-corporation_2"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/137125",
  "city_as_filed": "JACKSON",
  "url": "https://advisorcensus.com/firm/integrity-financial-corporation-jackson-wy-137125",
  "display_name": "Integrity Financial Corporation",
  "summary": "Integrity Financial Corporation is an SEC-registered investment advisory firm in Jackson, WY, registered since 2016, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.",
  "citation": "AdvisorCensus. Integrity Financial Corporation (CRD 137125): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Integrity Financial Corporation compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Integrity Financial Corporation reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Integrity Financial Corporation charge?",
      "a": "Its Form ADV Part 2A brochure dated March 27, 2026 states: Flat fee: up to $20,000 (comprehensive financial planning services); Hourly rate: $250 to $500 an hour (family office investment consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Integrity Financial Corporation located?",
      "a": "Integrity Financial Corporation's principal office is in Jackson, WY, according to its Form ADV; the April 2026 filing also lists 4 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Integrity Financial Corporation registered with the SEC or a state?",
      "a": "Integrity Financial Corporation is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 137125."
    },
    {
      "q": "How much does Integrity Financial Corporation manage?",
      "a": "Integrity Financial Corporation reports $868,063,249 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (79% discretionary)."
    },
    {
      "q": "How have Integrity Financial Corporation's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Integrity Financial Corporation: Regulatory assets under management: $360,911,867 in the October 2021 data and $868,063,249 in the October 2026 data, up 141%. Total employees: 22 in October 2021 and 21 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Integrity Financial Corporation serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,045); pension and profit sharing plans (but not the plan participants or government pension plans) (205); high net worth individuals (164)."
    },
    {
      "q": "Which custodians does Integrity Financial Corporation use?",
      "a": "Integrity Financial Corporation'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."
    },
    {
      "q": "Does Integrity Financial Corporation report any disciplinary disclosures?",
      "a": "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/137125"
    },
    {
      "q": "Does Integrity Financial Corporation state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 27, 2026 says: \"There are no minimum requirements for opening and maintaining an account.\""
    },
    {
      "q": "What changed in Integrity Financial Corporation's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 20 to 0. Regulatory assets under management went from $680,078,217 to $868,063,249 (+28%). No longer lists an office in Sheridan, WY. Registered or notice-filed in CT. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 360911867.0,
      "total_employees": 22,
      "filing_date": "2021-09-15"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 553328309.0,
      "total_employees": 19,
      "filing_date": "2022-05-25"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 462712810.0,
      "total_employees": 21,
      "filing_date": "2023-04-21"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 549126443.0,
      "total_employees": 21,
      "filing_date": "2024-03-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 680078217.0,
      "total_employees": 22,
      "filing_date": "2025-04-02"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 868063249.0,
      "total_employees": 21,
      "filing_date": "2026-03-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 20 to 0.",
        "Regulatory assets under management went from $680,078,217 to $868,063,249 (+28%).",
        "No longer lists an office in Sheridan, WY.",
        "Registered or notice-filed in CT.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 27, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: up to $20,000 (comprehensive financial planning services)",
      "Hourly rate: $250 to $500 an hour (family office investment consulting services)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "There are no minimum requirements for opening and maintaining an account."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: up to $20,000 (comprehensive financial planning services)"
        ],
        "quotes": [
          "Services are provided on flat, one-time fee basis, and generally do not exceed $20,000 and , at the discretion of Integrity,  may be due and payable at the initial planning meeting."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $250 to $500 an hour (family office investment consulting services)"
        ],
        "quotes": [
          "Annual flat fee charges generally range from $5,000 to $50,000 annually. For fees assessed hourly, the range is typically from $250 to $500."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": null,
          "max": 20000.0,
          "period": "one_time",
          "service": "comprehensive financial planning services"
        },
        {
          "kind": "hourly",
          "amount": null,
          "min": 250.0,
          "max": 500.0,
          "period": "hour",
          "service": "family office investment consulting services"
        }
      ]
    },
    "quotes": [
      "There are no minimum requirements for opening and maintaining an account.",
      "Services are provided on flat, one-time fee basis, and generally do not exceed $20,000 and , at the discretion of Integrity,  may be due and payable at the initial planning meeting.",
      "Annual flat fee charges generally range from $5,000 to $50,000 annually. For fees assessed hourly, the range is typically from $250 to $500."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/integrity-financial-corporation-jackson-wy-137125.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 1045,
      "fewer_than_5": false,
      "raum": 202304489.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 164,
      "fewer_than_5": false,
      "raum": 398559591.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 31574891.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 205,
      "fewer_than_5": false,
      "raum": 196988538.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 7,
      "fewer_than_5": false,
      "raum": 21530068.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 28,
      "fewer_than_5": false,
      "raum": 17105672.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/137125",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}