# Integrity Investment Advisors

> 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.

- CRD: 154131
- Filed as: INTEGRITY INVESTMENT ADVISORS
- Legal name: Integrity Investment Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: May 8, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/154131
- AdvisorCensus page: https://advisorcensus.com/firm/integrity-investment-advisors-154131

## Quick answers

**How is Integrity Investment Advisors compensated?**
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).

**How much does Integrity Investment Advisors charge?**
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.

**Is Integrity Investment Advisors registered with the SEC or a state?**
Integrity Investment Advisors is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 154131.

**How much does Integrity Investment Advisors manage?**
Integrity Investment Advisors reports $394,292,094 in regulatory assets under management in its Form ADV filing dated May 8, 2026 (98% discretionary).

**How have Integrity Investment Advisors' assets and staff changed since 2021?**
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.

**What types of clients does Integrity Investment Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (77); individuals (other than high net worth individuals) (40).

**Which custodians does Integrity Investment Advisors use?**
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.

**Does Integrity Investment Advisors 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/154131

**Does Integrity Investment Advisors state an account minimum?**
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."

**What changed in Integrity Investment Advisors' recent Form ADV filings?**
In the June 2026 filing data: Registered or notice-filed in NC, WA.

## From the Form ADV filing

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

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

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> 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.

- Hourly rate: $125 to $700 an hour (Financial planning services/ consulting)

> 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.

- Flat fee: $1,000 to $10,000 a year (services to those assets)

> we will charge a fixed, annual fee ranging between $1,000 and $10,000, paid quarterly, in arrears for our services to those assets.

- Hourly rate: $150 an hour (Additional hourly consulting for 401k or DB Plan - Jr. Advisor for Zoom…)

> Jr. Advisor at $150 per hour for Zoom meeting

- Hourly rate: $250 an hour (Additional hourly consulting for 401k or DB Plan - Partner Advisor for Zoom…)

> Partner Advisor at $250 per hour for Zoom meeting

- Hourly rate: $75 to $165 an hour (Administrative staff)

> Administrative staff is charged based on hourly fees ranging from $75 to $165 per hour

- Subscription: $300 to $4,000 a month (data integration fee)

> Integrity Investment Advisors charges a data integration fee ranging from $300-$4,000 per month when significant manual inputting of data is necessary

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.
- Fidelity Brokerage Services LLC

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: $394,292,094
- Discretionary: $385,759,178
- Non-discretionary: $8,532,916

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 40 | $30,749,692 |
| High net worth individuals | 77 | $363,542,402 |

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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, NC, NH, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- integrityia.com
- Facebook @INTEGRITYIA
- LinkedIn @INTEGRITYINVESTMENTADVISORSLLC
- LinkedIn @samhamiltoncfp
- LinkedIn @toddmoerman
- X @TODDMOERMAN
- YouTube @IntegrityIA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $143,133,026 | 2 | March 1, 2021 |
| October 2022 | $171,360,221 | 3 | March 25, 2022 |
| October 2023 | $124,847,857 | 3 | September 11, 2023 |
| October 2024 | $104,492,133 | 3 | June 12, 2024 |
| October 2025 | $167,992,418 | 3 | July 24, 2025 |
| October 2026 | $394,292,094 | 4 | May 8, 2026 |

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.

## Changes in the filing (last 12 months)

### June 2026
- Registered or notice-filed in NC, WA.

### April 2026
- Regulatory assets under management went from $167,992,418 to $394,292,094 (+135%).

### March 2026
- Registered or notice-filed in NH.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Integrity Investment Advisors (CRD 154131): Form ADV filing data as of October 2026.