# Integrity Financial Corporation

> 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.

- CRD: 137125
- Filed as: INTEGRITY FINANCIAL CORPORATION
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Jackson, WY
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/137125
- AdvisorCensus page: https://advisorcensus.com/firm/integrity-financial-corporation-jackson-wy-137125

## Quick answers

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

**How much does Integrity Financial Corporation charge?**
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.

**Where is Integrity Financial Corporation located?**
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).

**Is Integrity Financial Corporation registered with the SEC or a state?**
Integrity Financial Corporation is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 137125.

**How much does Integrity Financial Corporation manage?**
Integrity Financial Corporation reports $868,063,249 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (79% discretionary).

**How have Integrity Financial Corporation's assets and staff changed since 2021?**
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.

**What types of clients does Integrity Financial Corporation serve?**
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).

**Which custodians does Integrity Financial Corporation use?**
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.

**Does Integrity Financial Corporation 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/137125

**Does Integrity Financial Corporation state an account minimum?**
Its Form ADV Part 2A brochure dated March 27, 2026 says: "There are no minimum requirements for opening and maintaining an account."

**What changed in Integrity Financial Corporation's recent Form ADV filings?**
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).

## From the Form ADV filing

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

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

- Account minimum: None

> There are no minimum requirements for opening and maintaining an account.

- Flat fee: up to $20,000 (comprehensive financial planning services)

> 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.

- Hourly rate: $250 to $500 an hour (family office investment consulting services)

> 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.

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: $868,063,249
- Discretionary: $685,817,406
- Non-discretionary: $182,245,843

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,045 | $202,304,489 |
| High net worth individuals | 164 | $398,559,591 |
| 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) | 1 | $31,574,891 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 205 | $196,988,538 |
| Charitable organizations | 7 | $21,530,068 |
| 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 | 28 | $17,105,672 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2016 (10 years)
- Employees: 21 total, 0 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CT, FL, MT, NE, NV, OR, PA, TN, TX, WA, WY
- 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
- Bellevue, WA
- Bozeman, MT
- Costa Mesa, CA
- Malibu, CA

### Websites listed on Form ADV (Item 1.I)
- integrity.financial
- LinkedIn @integrity-financial-corporation_2

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $360,911,867 | 22 | September 15, 2021 |
| October 2022 | $553,328,309 | 19 | May 25, 2022 |
| October 2023 | $462,712,810 | 21 | April 21, 2023 |
| October 2024 | $549,126,443 | 21 | March 26, 2024 |
| October 2025 | $680,078,217 | 22 | April 2, 2025 |
| October 2026 | $868,063,249 | 21 | March 27, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Integrity Financial Corporation (CRD 137125): Form ADV filing data as of October 2026.