{
  "crd_number": 115961,
  "slug": "integrity-prosperity-security-ips-strategic-capital-denver-co-115961",
  "primary_business_name": "INTEGRITY PROSPERITY SECURITY (IPS) STRATEGIC CAPITAL",
  "legal_name": "MUTUAL FUND PROTECTION SERVICE",
  "dbas": [
    "MUTUAL FUND PROTECTION SERVICE DBA IPS STRATEGIC CAPITAL"
  ],
  "city": "Denver",
  "state": "CO",
  "country": "United States",
  "cbsa_code": "19740",
  "metro": {
    "cbsa_code": "19740",
    "common_name": "Denver",
    "msa_name": "Denver-Aurora-Centennial, CO",
    "path": "/advisors/co/denver"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2016-03-09",
  "years_registered": 10,
  "period": "2026-10-01",
  "filing_date": "2026-05-19",
  "carried_forward": false,
  "raum_total": 90941040.0,
  "raum_discretionary": 90708482.0,
  "raum_non_discretionary": 232558.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 3,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 80691040.0,
      "count": 190
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 250000.0,
      "count": 1
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 10000000.0,
      "count": 4
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "other",
    "pension_consulting",
    "periodicals_newsletters",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CO"
  ],
  "websites": [
    "https://investps.com",
    "https://investpsfunds.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/115961",
  "city_as_filed": "DENVER",
  "url": "https://advisorcensus.com/firm/integrity-prosperity-security-ips-strategic-capital-denver-co-115961",
  "display_name": "Integrity Prosperity Security (IPS) Strategic Capital",
  "summary": "Integrity Prosperity Security (IPS) Strategic Capital is an SEC-registered investment advisory firm in Denver, CO, registered since 2016, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 19, 2026.",
  "citation": "AdvisorCensus. Integrity Prosperity Security (IPS) Strategic Capital (CRD 115961): 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 investment companies (and business development companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Publication of periodicals or newsletters",
    "Educational seminars/workshops",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Integrity Prosperity Security (IPS) Strategic Capital compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Integrity Prosperity Security (IPS) Strategic Capital reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Integrity Prosperity Security (IPS) Strategic Capital charge?",
      "a": "Its Form ADV Part 2A brochure dated May 19, 2026 states: Hourly rate: $250 an hour (Changes to the plan after delivery). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Integrity Prosperity Security (IPS) Strategic Capital located?",
      "a": "Integrity Prosperity Security (IPS) Strategic Capital's principal office is in Denver, CO, according to its Form ADV."
    },
    {
      "q": "Is Integrity Prosperity Security (IPS) Strategic Capital registered with the SEC or a state?",
      "a": "Integrity Prosperity Security (IPS) Strategic Capital is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 115961."
    },
    {
      "q": "How much does Integrity Prosperity Security (IPS) Strategic Capital manage?",
      "a": "Integrity Prosperity Security (IPS) Strategic Capital reports $90,941,040 in regulatory assets under management in its Form ADV filing dated May 19, 2026 (100% discretionary)."
    },
    {
      "q": "How have Integrity Prosperity Security (IPS) Strategic Capital's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Integrity Prosperity Security (IPS) Strategic Capital: Regulatory assets under management: $69,390,730 in the October 2021 data and $90,941,040 in the October 2026 data, up 31%. Total employees: 5 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Integrity Prosperity Security (IPS) Strategic Capital serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (190); high net worth individuals (4); investment companies (1)."
    },
    {
      "q": "Which custodians does Integrity Prosperity Security (IPS) Strategic Capital use?",
      "a": "Integrity Prosperity Security (IPS) Strategic Capital's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Integrity Prosperity Security (IPS) Strategic Capital 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/115961"
    },
    {
      "q": "What changed in Integrity Prosperity Security (IPS) Strategic Capital's recent Form ADV filings?",
      "a": "In the June 2026 filing data: Employees performing advisory functions went from 2 to 1. Regulatory assets under management went from $101,956,025 to $90,941,040 (-11%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 69390730.0,
      "total_employees": 5,
      "filing_date": "2021-03-22"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 79842871.0,
      "total_employees": 4,
      "filing_date": "2022-03-15"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 72772436.0,
      "total_employees": 4,
      "filing_date": "2023-03-14"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 72772436.0,
      "total_employees": 4,
      "filing_date": "2023-03-14"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 101956025.0,
      "total_employees": 4,
      "filing_date": "2025-03-07"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 90941040.0,
      "total_employees": 3,
      "filing_date": "2026-05-19"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Employees performing advisory functions went from 2 to 1.",
        "Regulatory assets under management went from $101,956,025 to $90,941,040 (-11%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated May 19, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "$5,000",
    "planning_fees": [
      "Hourly rate: $250 an hour (Changes to the plan after delivery)"
    ],
    "figures": [
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: $5,000"
        ],
        "quotes": [
          "The standard annual Advisory Service Agreement fee is based on 1% of the AUM annually.  The minimum annual fee is $5,000 and is negotiable."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $250 an hour (Changes to the plan after delivery)"
        ],
        "quotes": [
          "Changes to the plan after delivery may be charged at a $250/hour rate."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": 5000.0,
      "planning": [
        {
          "kind": "hourly",
          "amount": 250.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "Changes to the plan after delivery"
        }
      ]
    },
    "quotes": [
      "The standard annual Advisory Service Agreement fee is based on 1% of the AUM annually.  The minimum annual fee is $5,000 and is negotiable.",
      "Changes to the plan after delivery may be charged at a $250/hour rate."
    ],
    "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
    }
  ],
  "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-prosperity-security-ips-strategic-capital-denver-co-115961.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 190,
      "fewer_than_5": false,
      "raum": 80691040.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 4,
      "fewer_than_5": false,
      "raum": 10000000.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 250000.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "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/115961",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}