# Integrity Fixed Income Management

> 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.

- CRD: 135635
- Filed as: INTEGRITY FIXED INCOME MANAGEMENT
- Legal name: Integrity Fixed Income Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Orlando, FL
- Filing period: October 2026
- Form ADV filing dated: April 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/135635
- AdvisorCensus page: https://advisorcensus.com/firm/integrity-fixed-income-management-orlando-fl-135635

## Quick answers

**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

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

### Custodians (Schedule D, Section 5.K(3))
- Fifth Third Bank
- Northern Trust Securities, Inc.
- Regions Bank
- Salem Trust
- State Street

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

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| 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) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 2 | $64,527,553 |
| State or municipal government entities (including government pension plans) | 36 | $517,522,566 |
| Other investment advisers | 3 | $249,315,090 |
| Insurance companies | 2 | $59,044,288 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $31,060,057 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2007 (19 years)
- Employees: 6 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- integrityfi.com
- LinkedIn @integrity-fixed-income-mgt.-ll

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $493,800,196 | 5 | March 30, 2021 |
| October 2022 | $642,660,566 | 6 | March 30, 2022 |
| October 2023 | $619,839,174 | 5 | March 29, 2023 |
| October 2024 | $729,664,949 | 5 | March 4, 2024 |
| October 2025 | $843,966,549 | 6 | March 6, 2025 |
| October 2026 | $921,469,554 | 6 | April 10, 2026 |

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.

## Changes in the filing (last 12 months)

### January 2026
- No longer registered or notice-filed in VA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Integrity Fixed Income Management (CRD 135635): Form ADV filing data as of October 2026.