Investment adviser · CRD 137125

INTEGRITY FINANCIAL CORPORATION

Investment adviser filing (IA)

JACKSON, WY, United States · Form ADV filed Mar 27, 2026

Regulatory AUM
$868M
Form ADV · Item 5.F
Client accounts
1,443
Accounts, not individual clients
Employees
21
Reported in this filing
Advisory professionals
0
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals164$398,559,59145.9%
Individuals1,045$202,304,48923.3%
Retirement plans205$196,988,53822.7%
Pooled investment vehicles1$31,574,8913.6%
Charities7$21,530,0682.5%
Corporations & businesses28$17,105,6722.0%
Filing source

Form ADV 2082211 · Mar 27, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

No detailed fund records are available here. Funds may be referenced under another reporting adviser in Schedule D 7.B.(2); this does not establish that the adviser has no funds.

Services & filing details

Most recent filing: Mar 27, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars

Compensation

Percentage of assets

Principal office

680 S. CACHE ST., SUITE 100 - 7403
JACKSON, WY, 83001, United States

CRD 137125

Filing source

Form ADV 2082211 · Mar 27, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.