# Lenz Integrity Financial

> Lenz Integrity Financial is a state-registered investment advisory firm, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated December 1, 2025.

- CRD: 308335
- Filed as: LENZ INTEGRITY FINANCIAL
- Legal name: Lenz Integrity Financial, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Maryland
- Filing period: October 2026
- Form ADV filing dated: December 1, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/308335
- AdvisorCensus page: https://advisorcensus.com/firm/lenz-integrity-financial-308335

## Quick answers

**How is Lenz Integrity Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Lenz Integrity Financial reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Lenz Integrity Financial registered with the SEC or a state?**
Lenz Integrity Financial is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 308335.

**How much does Lenz Integrity Financial manage?**
Lenz Integrity Financial reports $4,500,000 in regulatory assets under management in its Form ADV filing dated December 1, 2025 (100% discretionary).

**What types of clients does Lenz Integrity Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (19); charitable organizations (1).

**Does Lenz Integrity Financial report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/308335

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $4,500,000
- Discretionary: $4,500,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 19 | $4,300,000 |
| Charitable organizations | 1 | $200,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lenzintegrityfinancial.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lenz Integrity Financial (CRD 308335): Form ADV filing data as of October 2026.