# Integrity Financial Strategies

> Integrity Financial Strategies is a state-registered investment advisory firm, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 16, 2026.

- CRD: 311481
- Filed as: INTEGRITY FINANCIAL STRATEGIES
- Legal name: Integrity Financial Strategies LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: July 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/311481
- AdvisorCensus page: https://advisorcensus.com/firm/integrity-financial-strategies-311481

## Quick answers

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

**Is Integrity Financial Strategies registered with the SEC or a state?**
Integrity Financial Strategies is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 311481.

**How much does Integrity Financial Strategies manage?**
Integrity Financial Strategies reports $23,865,203 in regulatory assets under management in its Form ADV filing dated July 16, 2026 (100% discretionary).

**What types of clients does Integrity Financial Strategies serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (42); high net worth individuals (13).

**Does Integrity Financial Strategies report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/311481

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $23,865,203
- Discretionary: $23,865,203
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 42 | $11,062,488 |
| High net worth individuals | 13 | $12,802,715 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | Not reported |
| Corporations or other businesses not listed above | Fewer than 5 | Not reported |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, LA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- integrityfinl.com
- Facebook @61553582823340
- Instagram @integrity.financial.strategies

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Integrity Financial Strategies (CRD 311481): Form ADV filing data as of October 2026.