{
  "crd_number": 154131,
  "slug": "integrity-investment-advisors-154131",
  "primary_business_name": "INTEGRITY INVESTMENT ADVISORS",
  "legal_name": "INTEGRITY INVESTMENT ADVISORS, LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-07-20",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-05-08",
  "carried_forward": false,
  "raum_total": 394292094.0,
  "raum_discretionary": 385759178.0,
  "raum_non_discretionary": 8532916.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 30749692.0,
      "count": 40
    },
    "high_net_worth_individuals": {
      "raum": 363542402.0,
      "count": 77
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "NC",
    "NH",
    "TX",
    "WA"
  ],
  "websites": [
    "https://facebook.com/INTEGRITYIA",
    "https://integrityia.com",
    "https://linkedin.com/COMPANY/INTEGRITYINVESTMENTADVISORSLLC",
    "https://linkedin.com/in/samhamiltoncfp",
    "https://linkedin.com/in/toddmoerman",
    "https://twitter.com/TODDMOERMAN",
    "https://youtube.com/@IntegrityIA"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/154131",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/integrity-investment-advisors-154131",
  "display_name": "Integrity Investment Advisors",
  "summary": "Integrity Investment Advisors is an SEC-registered investment advisory firm, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 8, 2026.",
  "citation": "AdvisorCensus. Integrity Investment Advisors (CRD 154131): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Integrity Investment Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Integrity Investment Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Integrity Investment Advisors charge?",
      "a": "Its Form ADV Part 2A brochure dated April 2, 2026 states: Hourly rate: $125 to $700 an hour (Financial planning services/ consulting); Flat fee: $1,000 to $10,000 a year (services to those assets); Hourly rate: $150 an hour (Additional hourly consulting for 401k or DB Plan - Jr. Advisor for Zoom…); Hourly rate: $250 an hour (Additional hourly consulting for 401k or DB Plan - Partner Advisor for Zoom…); Hourly rate: $75 to $165 an hour (Administrative staff); Subscription: $300 to $4,000 a month (data integration fee). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Is Integrity Investment Advisors registered with the SEC or a state?",
      "a": "Integrity Investment Advisors is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 154131."
    },
    {
      "q": "How much does Integrity Investment Advisors manage?",
      "a": "Integrity Investment Advisors reports $394,292,094 in regulatory assets under management in its Form ADV filing dated May 8, 2026 (98% discretionary)."
    },
    {
      "q": "How have Integrity Investment Advisors' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Integrity Investment Advisors: Regulatory assets under management: $143,133,026 in the October 2021 data and $394,292,094 in the October 2026 data, up 175%. Total employees: 2 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Integrity Investment Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (77); individuals (other than high net worth individuals) (40)."
    },
    {
      "q": "Which custodians does Integrity Investment Advisors use?",
      "a": "Integrity Investment Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Integrity Investment Advisors 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/154131"
    },
    {
      "q": "Does Integrity Investment Advisors state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated April 2, 2026 says: \"Integrity Investment Advisors generally requires a minimum account size of $500,000 to establish an investment management relationship; however, the Firm can, in its sole discretion, modify or waive that amount.\""
    },
    {
      "q": "What changed in Integrity Investment Advisors' recent Form ADV filings?",
      "a": "In the June 2026 filing data: Registered or notice-filed in NC, WA."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 143133026.0,
      "total_employees": 2,
      "filing_date": "2021-03-01"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 171360221.0,
      "total_employees": 3,
      "filing_date": "2022-03-25"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 124847857.0,
      "total_employees": 3,
      "filing_date": "2023-09-11"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 104492133.0,
      "total_employees": 3,
      "filing_date": "2024-06-12"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 167992418.0,
      "total_employees": 3,
      "filing_date": "2025-07-24"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 394292094.0,
      "total_employees": 4,
      "filing_date": "2026-05-08"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Registered or notice-filed in NC, WA."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $167,992,418 to $394,292,094 (+135%)."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Registered or notice-filed in NH."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 2, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $125 to $700 an hour (Financial planning services/ consulting)",
      "Flat fee: $1,000 to $10,000 a year (services to those assets)",
      "Hourly rate: $150 an hour (Additional hourly consulting for 401k or DB Plan - Jr. Advisor for Zoom…)",
      "Hourly rate: $250 an hour (Additional hourly consulting for 401k or DB Plan - Partner Advisor for Zoom…)",
      "Hourly rate: $75 to $165 an hour (Administrative staff)",
      "Subscription: $300 to $4,000 a month (data integration fee)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Integrity Investment Advisors generally requires a minimum account size of $500,000 to establish an investment management relationship; however, the Firm can, in its sole discretion, modify or waive that amount."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $125 to $700 an hour (Financial planning services/ consulting)"
        ],
        "quotes": [
          "Financial planning services/ consulting will be billed an hourly fee ranging from $125 to $700 per hour, depending on the professional classification, and experience of the individual providing the service."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $1,000 to $10,000 a year (services to those assets)"
        ],
        "quotes": [
          "we will charge a fixed, annual fee ranging between $1,000 and $10,000, paid quarterly, in arrears for our services to those assets."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $150 an hour (Additional hourly consulting for 401k or DB Plan - Jr. Advisor for Zoom…)"
        ],
        "quotes": [
          "Jr. Advisor at $150 per hour for Zoom meeting"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $250 an hour (Additional hourly consulting for 401k or DB Plan - Partner Advisor for Zoom…)"
        ],
        "quotes": [
          "Partner Advisor at $250 per hour for Zoom meeting"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $75 to $165 an hour (Administrative staff)"
        ],
        "quotes": [
          "Administrative staff is charged based on hourly fees ranging from $75 to $165 per hour"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $300 to $4,000 a month (data integration fee)"
        ],
        "quotes": [
          "Integrity Investment Advisors charges a data integration fee ranging from $300-$4,000 per month when significant manual inputting of data is necessary"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 500000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": null,
          "min": 125.0,
          "max": 700.0,
          "period": "hour",
          "service": "Financial planning services/ consulting"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 1000.0,
          "max": 10000.0,
          "period": "annual",
          "service": "services to those assets"
        },
        {
          "kind": "hourly",
          "amount": 150.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "Additional hourly consulting for 401k or DB Plan - Jr. Advisor for Zoom meeting"
        },
        {
          "kind": "hourly",
          "amount": 250.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "Additional hourly consulting for 401k or DB Plan - Partner Advisor for Zoom meeting"
        },
        {
          "kind": "hourly",
          "amount": null,
          "min": 75.0,
          "max": 165.0,
          "period": "hour",
          "service": "Administrative staff"
        },
        {
          "kind": "subscription",
          "amount": null,
          "min": 300.0,
          "max": 4000.0,
          "period": "monthly",
          "service": "data integration fee"
        }
      ]
    },
    "quotes": [
      "Integrity Investment Advisors generally requires a minimum account size of $500,000 to establish an investment management relationship; however, the Firm can, in its sole discretion, modify or waive that amount.",
      "Financial planning services/ consulting will be billed an hourly fee ranging from $125 to $700 per hour, depending on the professional classification, and experience of the individual providing the service.",
      "we will charge a fixed, annual fee ranging between $1,000 and $10,000, paid quarterly, in arrears for our services to those assets.",
      "Jr. Advisor at $150 per hour for Zoom meeting",
      "Partner Advisor at $250 per hour for Zoom meeting",
      "Administrative staff is charged based on hourly fees ranging from $75 to $165 per hour",
      "Integrity Investment Advisors charges a data integration fee ranging from $300-$4,000 per month when significant manual inputting of data is necessary"
    ],
    "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
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "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-investment-advisors-154131.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 40,
      "fewer_than_5": false,
      "raum": 30749692.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 77,
      "fewer_than_5": false,
      "raum": 363542402.0
    }
  ],
  "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/154131",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}