AdvisorCensus by AdvisorSEO Max

AdvisorCensus / Financial advisors / Florida / Orlando / Integrity Fixed Income Management

Integrity Fixed Income Management

Orlando, FLSEC-registered investment adviserCRD 135635

Filed as INTEGRITY FIXED INCOME MANAGEMENT · Legal name Integrity Fixed Income Management, LLC

Integrity Fixed Income Management is an SEC-registered investment advisory firm in Orlando, FL, registered since 2007, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated April 10, 2026.

19 years
registered since 2007
$921,469,554
assets under management
2 arrangements
Percentage of assets, Fixed fees
None
disclosure items (Item 11)

Quick answers

From the filing

How is Integrity Fixed Income Management compensated?

On its Form ADV (Item 5.E, October 2026), Integrity Fixed Income Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

Where is Integrity Fixed Income Management located?

Integrity Fixed Income Management's principal office is in Orlando, FL, according to its Form ADV.

Is Integrity Fixed Income Management registered with the SEC or a state?

Integrity Fixed Income Management is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 135635.

How much does Integrity Fixed Income Management manage?

Integrity Fixed Income Management reports $921,469,554 in regulatory assets under management in its Form ADV filing dated April 10, 2026 (100% discretionary).

How have Integrity Fixed Income Management's assets and staff changed since 2021?

In the Form ADV data for Integrity Fixed Income Management: Regulatory assets under management: $493,800,196 in the October 2021 data and $921,469,554 in the October 2026 data, up 87%. Total employees: 5 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Integrity Fixed Income Management serve?

By number of clients on Form ADV Item 5.D: state or municipal government entities (including government pension plans) (36); other investment advisers (3); charitable organizations (2).

Which custodians does Integrity Fixed Income Management use?

Integrity Fixed Income Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fifth Third Bank, Northern Trust Securities, Inc., Regions Bank, Salem Trust and State Street as custodians holding 10% or more of its separately managed account assets.

Does Integrity Fixed Income 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/135635

What changed in Integrity Fixed Income Management's recent Form ADV filings?

In the January 2026 filing data: No longer registered or notice-filed in VA.

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

See the firm's brochure (dated February 19, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F
$921,469,554

$921,469,554 as of October 2026, filing dated April 10, 2026.

Discretionary: $921,469,554.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 0 Assets $0 (0%)
High net worth individuals
Clients 0 Assets $0 (0%)
Banking or thrift institutions
Clients 0 Assets $0 (0%)
Investment companies
Clients 0 Assets $0 (0%)
Business development companies
Clients 0 Assets $0 (0%)
Pooled investment vehicles (other than investment companies and business development companies)
Clients 0 Assets $0 (0%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 0 Assets $0 (0%)
Charitable organizations
Clients 2 Assets $64,527,553 (7%)
State or municipal government entities (including government pension plans)
Clients 36 Assets $517,522,566 (56%)
Other investment advisers
Clients 3 Assets $249,315,090 (27%)
Insurance companies
Clients 2 Assets $59,044,288 (6%)
Sovereign wealth funds and foreign official institutions
Clients 0 Assets $0 (0%)
Corporations or other businesses not listed above
Clients 1 Assets $31,060,057 (3%)
Other
Clients 0 Assets $0 (0%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients

Registration and firm details

Items 1, 2, 5
Legal name
Integrity Fixed Income Management, LLC
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2007 (19 years)
Employees
Total: 6. Performing investment advisory functions: 5.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

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.

States registered or notice-filed
1 state or jurisdiction
FL

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$494M 2021 $643M 2022 $620M 2023 $730M 2024 $844M 2025 $921M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$921,469,5546April 10, 2026
October 2025$843,966,5496March 6, 2025
October 2024$729,664,9495March 4, 2024
October 2023$619,839,1745March 29, 2023
October 2022$642,660,5666March 30, 2022
October 2021$493,800,1965March 30, 2021

Regulatory assets under management: $493,800,196 in the October 2021 data and $921,469,554 in the October 2026 data, up 87%.

Total employees: 5 in October 2021 and 6 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. January 2026
    • No longer registered or notice-filed in VA.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
integrityfi.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Integrity Fixed Income Management (CRD 135635): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/integrity-fixed-income-management-orlando-fl-135635