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McQueen Financial Advisors II, Inc.

Clawson, MISEC-registered investment adviserCRD 109325

Filed as MCQUEEN FINANCIAL ADVISORS II, INC.

McQueen Financial Advisors II, Inc. is an SEC-registered investment advisory firm in Clawson, MI, registered since 2000, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 25, 2026.

26 years
registered since 2000
$10,093,855,538
assets under management
4 arrangements
Percentage of assets, Hourly and more
None
disclosure items (Item 11)

Quick answers

From the filing

How is McQueen Financial Advisors II, Inc. compensated?

On its Form ADV (Item 5.E, October 2026), McQueen Financial Advisors II, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees.

Where is McQueen Financial Advisors II, Inc. located?

McQueen Financial Advisors II, Inc.'s principal office is in Clawson, MI, according to its Form ADV.

Is McQueen Financial Advisors II, Inc. registered with the SEC or a state?

McQueen Financial Advisors II, Inc. is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 109325.

How much does McQueen Financial Advisors II, Inc. manage?

McQueen Financial Advisors II, Inc. reports $10,093,855,538 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (3% discretionary).

How have McQueen Financial Advisors II, Inc.'s assets and staff changed since 2021?

In the Form ADV data for McQueen Financial Advisors II, Inc.: Regulatory assets under management: $7,845,774,694 in the October 2021 data and $10,093,855,538 in the October 2026 data, up 29%. Total employees: 38 in October 2021 and 50 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does McQueen Financial Advisors II, Inc. serve?

By number of clients on Form ADV Item 5.D: banking or thrift institutions (104); individuals (other than high net worth individuals) (17); high net worth individuals (2).

Does McQueen Financial Advisors II, Inc. 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/109325

What changed in McQueen Financial Advisors II, Inc.'s recent Form ADV filings?

In the April 2026 filing data: Employees performing advisory functions went from 16 to 17.

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

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

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

The brochure lists different fees for different services or strategies. See the firm's brochure (dated March 25, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F
$10,093,855,538

$10,093,855,538 as of October 2026, filing dated March 25, 2026.

Discretionary: $252,727,618.Non-discretionary: $9,841,127,920.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 17 Assets $10,466,696 (0%)
High net worth individuals
Clients 2 Assets $12,400,564 (0%)
Banking or thrift institutions
Clients 104 Assets $10,070,988,278 (100%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients

Registration and firm details

Items 1, 2, 5
Also doing business as
INTEGRITY INVESTMENT MANAGEMENT MFA
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2000 (26 years)
Employees
Total: 50. Performing investment advisory functions: 17.
Wrap fee program participation
No.
States registered or notice-filed
5 states or jurisdictions
ILMINENYOH

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$7.85B 2021 $12.8B 2022 $11.8B 2023 $11.6B 2024 $10.1B 2025 $10.1B 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$10,093,855,53850March 25, 2026
October 2025$10,092,382,15853March 26, 2025
October 2024$11,615,174,70450March 27, 2024
October 2023$11,794,814,69850September 6, 2023
October 2022$12,809,582,23439September 19, 2022
October 2021$7,845,774,69438May 13, 2021

Regulatory assets under management: $7,845,774,694 in the October 2021 data and $10,093,855,538 in the October 2026 data, up 29%.

Total employees: 38 in October 2021 and 50 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. April 2026
    • Employees performing advisory functions went from 16 to 17.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
m-f-a.commfa-iim.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. McQueen Financial Advisors II, Inc. (CRD 109325): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/mcqueen-financial-advisors-ii-inc-clawson-mi-109325